Advisor at TCFG Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Truchas, NM
Credentials
Series 63, Series 65
Industry experience
26 years
Randall Montoya is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with TCFG Investment Advisors since 2013 and TCFG Wealth Management since 2014. Outside of advisory work, he is involved in managing a personal cabin rental through Airbnb. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Based on TCFG Investment Advisors, LLC
$500 - $10,000
$0 - $249,999: 2.00% $250,000 - $499,999: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000+: 1.00%
$175 - $250 per hour
Truchas, NM
California · Nevada · New Mexico · New York
TCFG Wealth Management, LLC
2014 - Present (12 years)
TCFG Investment Advisors, LLC
2013 - Present (13 years)
Randall Montoya
1998 - Present (28 years)
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Broker-dealer / trader
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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