Randall
Montoya
Tcfg Investment Advisors, LLC
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About this Advisor
Randall Montoya is a financial advisor working in Las Vegas, Nevada with 9 years of relevant experience. Montoya currently works for Tcfg Investment Advisors, LLC. Their career trajectory has included roles at Tcfg Wealth Management, LLC, Tcfg Investment Advisors, LLC, Randall Montoya, National Planning Corp and The Planners Network. Montoya holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Nevada and New Mexico. Tcfg Investment Advisors, LLC is an advisory company based out of Laguna Niguel, CA. It has offices in 25 locations and a total of 33 financial advisors. It administers $451 million in assets among its 2,294 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 2,294 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets. Tcfg Investment Advisors, LLC performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services are provided. However, fee types billed by Tcfg Investment Advisors, LLC may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tcfg Investment Advisors, LLC Brokerage Details
$450,525,673
33
2,294
$196,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Randall Montoya Work History
Randall has been registered as a financial advisor for 9 years.*
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Randall Montoya
The Planners Network
National Planning Corp
*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 Randall Montoya 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 Tcfg Investment Advisors, LLC
Laguna Niguel, CA
Camarillo, CA
Manitowoc, WI
La Habra, CA
Laguna Niguel, CA
Laguna Niguel, CA
Laguna Niguel, CA
Round Hill, VA
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