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 18 years of experience in the finance industry.
Blossom Wealth Management, LLC
Fairway Asset Management, Inc.
Prosperity Financial Group, Inc.
|Multnomah Group, Inc.||Oakland, CA||Jul 2007 - Current||9|
|Citistreet Advisors||Somerset, NJ||Sep 2006 - Jul 2007||< 1|
|Citistreet Equities||East Brunswick, NJ||Aug 2005 - Aug 2006||1|
|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 Management287MILLIONS
Total Number of Accounts357ACCOUNTS
Average Account Value$804,050
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, OR, TX, WA