Vincent MontenegroCRD Number: 5494879
Current Firm: Waddell & Reed
Vincent Montenegro (CRD# 5494879) is an Investment Advisor Representative working at Waddell & Reed in Dallas, TX and has over 8 years of experience in the finance industry. Vincent Montenegro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|City Of Farmers Branch||Farmers Branch, TX||Feb 2016 - Current||< 1|
|Tri-county Regional Hispanic Chamber Of Commerce||Dallas, TX||Sep 2013 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Farmers Branch, TX||Sep 2010 - Current||6|
|Waddell & Reed, Inc.||Dallas, TX||Sep 2010 - Current||6|
|Unemployed||Farmers Branch, TX||Aug 2010 - Sep 2010||< 1|
|Mass Mutual||Dallas, TX||Jan 2010 - Aug 2010||< 1|
|Mml Investors Services Inc.||Dallas, TX||Jan 2010 - Aug 2010||< 1|
|Allegiant Wealth Management||Dallas, TX||Jan 2010 - Aug 2010||< 1|
|Unemployed||Farmers Branch, TX||Nov 2009 - Jan 2010||< 1|
|Ameriprise Financial Services Inc.||Richardson, TX||May 2008 - Nov 2009||1|
|Ameriprise Financial||Richardson, TX||May 2008 - Nov 2009||1|
|Unemployed||Farmers Branch, TX||Oct 2007 - May 2008||< 1|
|Bowne & Company||Dallas, TX||Aug 1986 - Oct 2007||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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