Luis Montesinos (CRD# 7234512) is an Investment Advisor Representative working at Buffalo Valley Wealth Plus in Mifflinburg, PA and has 1 year of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1568254
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buffalo Valley Wealth Plus LLC | Mifflinburg, PA | Jun 2022 - Current | 1 |
| Buffalo Valley Wealth Plus | Mifflinburg, PA | Jul 2020 - Current | 3 |
| Sholley Insurance Agency | Lewisburg, PA | Apr 2017 - May 2020 | 3 |
| Allstate Benefits | Mifflinburg, PA | Jan 2014 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- FL
- PA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts168ACCOUNTS
-
Average Account Value$190,836
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, PA
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