Tina
Montoya

Independent Capital Management

CRD#4387760
Investment Advisor
in Torrance, CA
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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

Series 63, Series 66

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

No

Office Location

19191 S. Vermont Avenue Suite 170
Torrance, CA 90502

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Independent Capital Management Brokerage Details

Total Number of Employees

85

CA Average: 43

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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
  • Other

Tina Montoya Work History

Tina has 17 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2001 - Present (18 years)

Icm

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

Tina Montoya has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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