Monica Head (CRD# 6691822) is an Investment Advisor Representative working at Cw Securities, LLC in Knoxville, TN and has over 7 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Wealth Management, LLC | Knoxville, TN | Jul 2018 - Current | 5 |
| Cw Securities, LLC | Knoxville, TN | Jul 2018 - Current | 5 |
| Visionary Horizons Wealth Management Group, LLC | Knoxville, TN | Mar 2018 - Apr 2018 | < 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Apr 2017 - Apr 2018 | 1 |
| Cw Securities, LLC | Knoxville, TN | Aug 2016 - Mar 2017 | < 1 |
| Capital Wealth Management | Knoxville, TN | Oct 2015 - Mar 2017 | 1 |
| Express Employment Professionals | Knoxville, TN | Jun 2015 - Oct 2015 | < 1 |
| United Allergy Services | San Antonio, TX | Jan 2015 - May 2015 | < 1 |
| Unemployeed | Knoxville, TN | Sep 2014 - Jan 2015 | < 1 |
| Blount Dermatology | Maryville, TN | May 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- TN
-
Total Assets Under Management79MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$417,599
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
TN, TX
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