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 9 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.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.