Ricardo Montejano is a registered investment advisor, based in Clinton, MT, with 41 years of industry experience.
Location
Clinton, MT
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Regulatory History (1)
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Customer Dispute
September 2002Closed-No Action
Other Business Activities
Ricardo is an officer/consultant/partner at Pacific Point Asset Management, spending nearly full-time managing money and providing investment advisory services. He also holds officer positions at Bigskyfly LLC and Goldenstone LLC, dedicating about 10-20% of his time and about half his time respectively to managing assets, and is the owner of Chubby Monkey, spending minimal time overseeing his daughter's work in agriculture.
Employment History
Current Registrations
Kestra Investment Services, LLC
February 2014 - Present · 12 yrs 5 mos
Kestra Investment Services, LLCBroker
February 2014 - Present · 12 yrs 5 mos
Kestra Private Wealth Services, LLC
April 2012 - Present · 14 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
September 2012 - March 2014 · 1 yr 6 mos
Spire Securities, LLCBroker
May 2012 - September 2012 · 4 mos
Wells Fargo Advisors, LLC
April 2007 - May 2012 · 5 yrs 1 mo
Wells Fargo Advisors, LLCBroker
April 2007 - May 2012 · 5 yrs 1 mo
Citigroup Global Markets INC.
January 2001 - May 2007 · 6 yrs 4 mos
Citigroup Global Markets INC.Broker
November 2000 - May 2007 · 6 yrs 6 mos
Dean Witter Reynolds INC.Broker
June 1984 - November 2000 · 16 yrs 5 mos
State Registrations27 states
AKALAZCACOCTFLIDILINKSMAMDMIMTNCNVNYOHORPASCTNTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.