Brian MontanezCRD Number: 3184104
Current Firm: Multnomah Group, Inc.
Brian Montanez (CRD# 3184104) is an Investment Advisor Representative working at Multnomah Group, Inc. in Oakland, CA and has over 19 years of experience in the finance industry.
Blossom Wealth Management, LLC
Buttonwood Financial Inc.
|Multnomah Group, Inc.||Oakland, CA||Jul 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management329MILLIONS
Total Number of Accounts391ACCOUNTS
Average Account Value$841,675
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, OR, TX, WA