Monte Folsom is a registered investment advisor, based in Star, ID, with 2 years of industry experience.
Location
12529 W Goldcrest St, Star, ID, 83669
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monte owns Monte Folsom's Insurance Agency, acting as an agent for State Farm and supervising employees, dedicating about half of his time to this. Monte also intends to mentor State Farm agents in setting up their offices.
Employment History
Current Registrations
State Farm Vp Management CORP.
November 2023 - Present · 2 yrs 6 mos
State Farm Vp Management CORP.Broker
November 2023 - Present · 2 yrs 6 mos
State Farm Investment Management CORP.
September 2023 - Present · 2 yrs 8 mos
State Registrations7 states
IDMTNVORUTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.