Vincent Montenegro, financial advisor Humble TX

Vincent Montenegro

CRD Number: 5494879
Current Firm: Waddell & Reed

Vincent Montenegro (CRD# 5494879) is an Investment Advisor Representative working at Waddell & Reed in Humble, TX and has over 11 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
Farmers Branch Chamber Of Commerce Farmers Branch, TX Jan 2018 - Current 2
Waddell & Reed, Inc. Dallas, TX Sep 2010 - Current 9
Various Insurance Carriers For W&r Insurance Agencies Farmers Branch, TX Sep 2010 - Current 9
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
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Vincent P. Montenegro
Phone Number: 913-236-2000
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • DC
  • FL
  • GA
  • ID
  • KS
  • KY
  • LA
  • MI
  • MN
  • MT
  • NV
  • NM
  • NC
  • ND
  • OH
  • SC
  • TX
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    21,207
    MILLIONS
  • Total Number of Accounts
    169,956
    ACCOUNTS
  • Average Account Value
    $124,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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