Vincent Montenegro, financial advisor Dallas TX

Vincent Montenegro

CRD Number: 5494879
Current Firm: Lpl Financial LLC

Vincent Montenegro (CRD# 5494879) is an Investment Advisor Representative working at Lpl Financial LLC in Dallas, TX and has over 15 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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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Dallas, TX Aug 2020 - Current 3
Farmers Branch Chamber Of Commerce Farmers Branch, TX Dec 2019 - Current 4
Waddell & Reed, Inc. Dallas, TX Sep 2010 - Aug 2020 9
Various Insurance Carriers For W&r Insurance Agencies Farmers Branch, TX Sep 2010 - Aug 2020 9
Farmers Branch Chamber Of Commerce Farmers Branch, TX Jan 2018 - Dec 2019 1
City Of Farmers Branch Farmers Branch, TX Feb 2016 - Nov 2017 1
Tri-county Regional Hispanic Chamber Of Commerce Dallas, TX Sep 2013 - Nov 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Vincent P. Montenegro
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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