John Demontel (CRD# 2397989) is an Investment Advisor Representative working at Principal Securities, Inc. in Corpus Christi, TX and has over 30 years of experience in the finance industry.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Life Insurance Company | Corpus Christi, TX | Oct 2017 - Current | 6 |
Demontel Financial Services | Corpus Christi, TX | Apr 2017 - Current | 7 |
Principal Securities Inc. | Corpus Christi, TX | Mar 2016 - Current | 8 |
Arvak Financial Services | Corpus Christi, TX | Apr 2008 - Aug 2017 | 9 |
Princor Financial Services Corporation | Corpus Christi, TX | Nov 2006 - Mar 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1993 |
S65 | NASAA Investment Advisors Law Examination | May 2006 |
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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