Randall Montoya, financial advisor Las Vegas NV
93 score

Randall Montoya

CRD Number: 3130688
Current Firm: Tcfg Investment Advisors, LLC

Randall Montoya (CRD# 3130688) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Las Vegas, NV and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tcfg Wealth Management, LLC Laguna Niguel, CA Jan 2014 - Current 4
Tcfg Investment Advisors, LLC Laguna Niguel, CA Jan 2013 - Current 5
Randall Montoya Las Vegas, NV Jun 1998 - Current 20
The Planners Network Las Vegas, NV Dec 2003 - Dec 2013 10
National Planning Corp Las Vegas, NV Mar 2000 - Dec 2013 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Randall J. Montoya
Phone Number: 949-365-5830
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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