Antonio Montes De Oca (CRD# 7537960) is an Investment Advisor Representative working at Rock House Financial in Farmington, UT and has 1 year of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rh Advisors, LLC | Farmington, UT | Jan 2023 - Current | 1 |
| Utah State University | Logan, UT | Aug 2022 - Dec 2022 | < 1 |
| Charles Schwab | Westlake, TX | Jun 2022 - Jul 2022 | < 1 |
| Doordash | Logan, UT | Aug 2021 - May 2022 | < 1 |
| Holladay Bank & Trust | Holladay, UT | Feb 2021 - Jul 2021 | < 1 |
| Granite School District | Kearns, UT | Aug 2020 - Jan 2021 | < 1 |
| Harland Clarke | West Valley City, UT | May 2020 - Aug 2020 | < 1 |
| Dynata | Logan, UT | Sep 2019 - Mar 2020 | < 1 |
| N/a | N/a, UT | Aug 2018 - Sep 2019 | 1 |
| Kearns Oquirrh Park Fitness Center | Kearns, UT | Jun 2018 - Aug 2018 | < 1 |
| Granite School District | Kearns, UT | Aug 2017 - Jun 2018 | < 1 |
| Rocky Mountain Raceway | West Valley City, UT | May 2017 - Aug 2017 | < 1 |
| Granite School District | Kearns, UT | Jan 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- UT
-
Total Assets Under Management215MILLIONS
-
Total Number of Accounts1,216ACCOUNTS
-
Average Account Value$176,753
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, ID, NV, TX, UT, WA
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