Randall Montoya (CRD# 3130688) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Las Vegas, NV and has over 24 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tcfg Wealth Management, LLC | Laguna Niguel, CA | Jan 2014 - Current | 10 |
Tcfg Investment Advisors, LLC | Laguna Niguel, CA | Jan 2013 - Current | 11 |
Randall Montoya | Las Vegas, NV | Jun 1998 - Current | 25 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1999 |
S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- CA
- NV
- NM
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Total Assets Under Management507MILLIONS
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Total Number of Accounts2,441ACCOUNTS
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Average Account Value$207,609
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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