Terry Montano (CRD# 6748977) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Atlanta, GA and has 1 year of experience in the finance industry. Terry Montano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | San Francisco, CA | Jan 2022 - Current | 2 |
| Motus Wealth, LLC | Atlanta, GA | Dec 2021 - Current | 2 |
| Facet Wealth | Atlanta, GA | Mar 2021 - Dec 2021 | < 1 |
| Facet Wealth | Atlanta, GA | Mar 2021 - Dec 2021 | < 1 |
| Capital Directions LLC | Atlanta, GA | Dec 2020 - Feb 2021 | < 1 |
| Truewealth Management LLC | Atlanta, GA | Jan 2015 - Nov 2020 | 5 |
| Truewealth, LLC | Atlanta, GA | Jan 2015 - Nov 2020 | 5 |
| N/a | Athens, GA | Aug 2014 - Dec 2014 | < 1 |
| University Of Georgia | Athens, GA | Jan 2009 - Dec 2014 | 5 |
| Abc Package | Athens, GA | Aug 2012 - Jul 2014 | 1 |
- GA
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Total Assets Under Management1MILLIONS
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Total Number of Accounts133ACCOUNTS
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Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
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