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Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Truchas, NM
TCFG Investment Advisors, LLC
Multi-team
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
Truchas NM
Advisors at this office
1
California · Nevada · New Mexico · New York
26 years of industry experience
TCFG Wealth Management, LLC
2014 - Present • 12 years
Laguna Niguel, CA
TCFG Investment Advisors, LLC
2013 - Present • 13 years
Laguna Niguel, CA
Randall Montoya
1998 - Present • 28 years
Las Vegas, NV
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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