Richard Montejano, financial advisor San Diego CA
93 score

Richard Montejano

CRD Number: 1285285
Current Firm: Northwestern Mutual Investment Services,llc

Richard Montejano (CRD# 1285285) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Diego, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC San Diego, CA Mar 2014 - Current 2
Garrett J Bleakley San Diego, CA Mar 2014 - Current 2
Unemployed San Diego, CA Oct 2013 - Mar 2014 < 1
Unionbanc Investment Services San Diego, CA Oct 2012 - Sep 2013 < 1
Independent Financial Group San Diego, CA Jul 2010 - Oct 2012 2
Wells Fargo Investments, LLC San Diego, CA Dec 2003 - Jul 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for Richard P. Montejano
Phone Number: 866-664-7737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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