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 17 years of experience in the finance industry.

Similar Advisors
David Dunn, financial advisor Las Vegas NV
David J. Dunn
CRD# 2514757
Kingsbridge Wealth Management, Inc.
Similar Advisors
Winfield Greenwood, financial advisor Las Vegas NV
Winfield C. Greenwood
CRD# 5106024
Hornor, Townsend & Kent, Inc.
Similar Advisors
Ray Shreder, financial advisor Las Vegas NV
Ray J. Shreder
CRD# 1340357
Cathay Consultants Ltd.
Company Name Location Dates Years
Tcfg Wealth Management, LLC Laguna Niguel, CA Jan 2014 - Current 2
Tcfg Investment Advisors, LLC Laguna Niguel, CA Jan 2013 - Current 3
Randall Montoya Las Vegas, NV Jun 1998 - Current 18
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


Ready to hire a financial advisor? Get competitive proposals from Randall Montoya and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.