DM
DM

David Robert Montermini

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
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Location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is the President of Dreck Inc. DBA Montermini Investments & Insurance, a life and health agency, where he maintains an employee benefits block of business and sells life, health, and annuity products. This takes nearly full-time hours, with about half his time during trading hours.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Corecap Advisors
February 2021 - May 2024 · 3 yrs 3 mos
Virtue Capital Management, LLC
May 2019 - February 2021 · 1 yr 9 mos
Horter Investment Management, LLC
July 2017 - May 2019 · 1 yr 10 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
David Robert Montermini - Financial Advisor | TrueAdvisor