Roberto
Montes
Lpl Financial LLC
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About this Advisor
Roberto Montes is a financial advisor based in El Paso, Texas, working with Lpl Financial LLC. Roberto has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Bbva Wealth Solutions Inc, Lpl Financial LLC, Bbva Compass Insurance Agency Inc, Compass Bank, and Bbva Securities Inc. Roberto has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Roberto is part of Lpl Financial LLC, which operates out of El Paso, Texas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Roberto Montes Work History
Lpl Financial LLC
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency Inc
Compass Bank
Bbva Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wells Fargo Bank Na
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Roberto Montes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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