Monica
Salazar
Nrg Wealth Management
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About this Advisor
Monica Salazar is a financial advisor working out of Tucson, Arizona with a total of 5 years of relevant experience. Salazar is an advisor for Nrg Wealth Management. Salazar has gained experience at Jp Davis, Inc Dba Navigation Retirement Group, American Family Insurance, Student, Lpl Financial, LLC and J. P. Davis, Inc. Salazar maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Arizona. Nrg Wealth Management is a firm that has its headquarters in Tucson, AZ. It controls $140 million in total assets among its 356 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 356 customer accounts, 56% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Nrg Wealth Management has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the financial services provided. Fee types billed by Nrg Wealth Management can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nrg Wealth Management Brokerage Details
$139,994,827
3
356
$393,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Monica Salazar Work History
Monica has been registered as a financial advisor for 5 years.*
J. P. Davis, Inc
Jp Davis, Inc Dba Navigation Retirement Group
Lpl Financial, LLC
American Family Insurance
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Monica Salazar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nrg Wealth Management
Tucson, AZ
Tucson, AZ
Tucson, AZ
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