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Randall Joseph Montoya

Tcfg Investment Advisors, LLC

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About Randall Joseph Montoya

Randall Montoya is a financial advisor with over 20 years of experience. Randall is currently registered as an Investment Advisor Representative (IAR) with TCFG Investment Advisors, LLC. Randall holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE. Previously, Randall was associated with National Planning Corporation and Transamerica Financial Resources, Inc. Randall is also a licensed insurance agent and sells insurance products through TCFG Insurance Solutions, LLC. Randall's current practice focuses on financial planning and portfolio management for individuals and retirement plans.

Firm Information

Randall Montoya is currently registered with Tcfg Investment Advisors, LLC. Tcfg Investment Advisors, LLC is a registered investment advisor located in Laguna Niguel, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Tcfg Investment Advisors, LLC manages approximately $506,774,284 in assets. The firm has 24 employees, including 11 licensed agents and 22 registered representatives.
Tcfg Investment Advisors, LLC

28202 CABOT RD

LAGUNA NIGUEL, CA 92677

$506.77M

Assets Under Management

Not reported

Total Clients

26

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Randall Montoya’s Registration & Firm History

NV

11/12/2019 - Present

Tcfg Investment Advisors, LLC (LAS VEGAS NV)

NV

03/22/2000 - 12/05/2013

NATIONAL PLANNING CORPORATION (LAS VEGAS NV)

CA

09/07/1999 - 03/23/2000

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 07/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randall Joseph Montoya.
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