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Melvin Lawrence Montang

Cambridge Investment Research, Inc.

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About Melvin Lawrence Montang

Melvin Lawrence Montang is a financial advisor at Cambridge Investment Research, Inc. Melvin has over 5 years of experience in the financial services industry. Melvin is registered with FINRA and has a Series 79, Series 63 and SIE license. Melvin holds a state exam from Iowa. Melvin was previously employed by Statesman Corporate Finance, LLC in Houston, TX.

Firm Information

Melvin Montang is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Melvin Montang’s Registration & Firm History

IA

01/03/2024 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

TX

08/23/2018 - 08/05/2020

STATESMAN CORPORATE FINANCE, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/21/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melvin Lawrence Montang.
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