Donald MontiCRD Number: 1009349
Current Firm: Tlg Advisors, Inc.
Donald Monti (CRD# 1009349) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Wexford, PA and has over 33 years of experience in the finance industry. Donald Monti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Tlg Advisors Inc.||Littleton, CO||Jun 2002 - Current||14|
|The Leaders Group, Inc.||Butler, PA||Jan 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management297MILLIONS
Total Number of Accounts1,370ACCOUNTS
Average Account Value$216,827
- 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
AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, WA, WI