Monica Salazar, financial advisor Oro Valley AZ

Monica Salazar

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Monica B. Salazar
Phone Number: (520) 818-7822
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $411,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, TX

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