Todd
Montalbo
First Pacific Financial, Inc
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About this Advisor
Todd Montalbo is a financial advisor based in Juneau, Alaska, working with First Pacific Financial, Inc. Todd has previously held positions at Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Ameriprise Financial Services, Inc, Woodbury Financial Services Inc, First Pacific Financial, Woodbury Financial, Ameriprise Financial Services, and Waddell & Reed. Todd has passed the Series 66 regulatory exam and is registered to provide services in Alaska, Texas, and Washington. Currently, Todd is part of First Pacific Financial, Inc, which operates out of Juneau, Alaska. The firm has 3 offices and 29 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at First Pacific Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Pacific Financial, Inc Brokerage Details
$1,277,336,455
29
3,467
$368,427
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Todd Montalbo Work History
First Pacific Financial
Woodbury Financial Services Inc
Woodbury Financial
Ameriprise Financial Services, Inc
Ameriprise Financial Services
N/A
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed
Disclosures
Please visit the SEC profile of Todd Montalbo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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