MM
CFP
MM
CFP

Michael Montemayor

11 Years of Experience
Flower Mound, TX
Broker

Michael Montemayor is a CFP-designated registered investment advisor at Russell Investments, based in Flower Mound, TX, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$62.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Flower Mound, TX

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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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Employment History
Current Registrations
Russell Investments
January 2017 - Present · 9 yrs 6 mos
Russell Investments Financial Services, LLC
November 2016 - Present · 9 yrs 8 mos
Russell Investments Financial Services, LLCBroker
November 2016 - Present · 9 yrs 8 mos
Previous Registrations
Aig Capital Services, INC.Broker
July 2014 - November 2016 · 2 yrs 4 mos
State Registrations7 states
DCMDOKTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.