Allen Montemagno, financial advisor Murrieta CA

Allen Montemagno

CRD Number: 6420920
Current Firm: Lpl Financial LLC

Allen Montemagno (CRD# 6420920) is an Investment Advisor Representative working at Lpl Financial LLC in Murrieta, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Temecula, CA Jul 2021 - Current 2
Waddell & Reed, Inc. Temecula, CA Dec 2020 - Jul 2021 < 1
Various Insurance Carriers For W&r Insurance Agencies Murrieta, CA Dec 2020 - Jul 2021 < 1
Edward Jones St Louis, MO Dec 2014 - Nov 2020 5
Temecula Valley Toyota Temecul, CA Apr 2002 - Dec 2014 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Allen F. Montemagno
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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