Independent Capital Management
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Independent Capital Management Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Financial Advisors at Independent Capital Management