Monica SalazarCRD Number: 6562940
Current Firm: Nrg Wealth Management
Monica Salazar (CRD# 6562940) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 2 years of experience in the finance industry.
Ubs Financial Services Inc.
Lpl Financial LLC
|J. P. Davis, Inc.||Oro Valley, AZ||Nov 2018 - Current||2|
|Jp Davis, Inc. Dba Navigation Retirement Group||Oro Valley, AZ||Sep 2015 - Current||6|
|Lpl Financial, LLC||Oro Valley, AZ||Sep 2015 - Current||6|
|American Family Insurance||Oro Valley, AZ||Sep 2014 - Sep 2015||1|
|Unemployed||Tucson, AZ||May 2014 - Sep 2014||< 1|
|Student||Oro Valley, AZ||Jan 2011 - May 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management141MILLIONS
Total Number of Accounts342ACCOUNTS
Average Account Value$411,622
- 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
AZ, CA, TX
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