Monica Salazar (CRD# 6562940) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 5 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. P. Davis, Inc. | Oro Valley, AZ | Nov 2018 - Current | 5 |
| Jp Davis, Inc. Dba Navigation Retirement Group | Oro Valley, AZ | Sep 2015 - Current | 8 |
| Lpl Financial, LLC | Oro Valley, AZ | Sep 2015 - Current | 8 |
| 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 |
- AZ
-
Total Assets Under Management171MILLIONS
-
Total Number of Accounts366ACCOUNTS
-
Average Account Value$468,264
- 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, CO, NE, TX
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