Independent Capital Management
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About this Advisor
Tina Montoya is a financial advisor whose office is in Torrance, California. Currently a registered advisor at Independent Capital Management, Montoya has 17 years of professional experience as an investment advisor. Montoya holds Series 63 and Series 66 licenses, certifying them as a securities representative. Montoya is able to work with customers in California. Over the course of their career, Montoya has held roles at Icm, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Independent Capital Management is headquartered in Torrance, California. None of the firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets.
Certifications and Registrations
Years of Experience
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Independent Capital Management Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Tina Montoya Work History
Tina has 17 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Tina Montoya has no disclosures.
Please visit their SEC profile for more details.