Montel Hawkins (CRD# 7359891) is an Investment Advisor Representative working at Terra Wealth in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Wealth LLC | Chandler, AZ | Apr 2024 - Current | < 1 |
| Terra Wealth Management, LLC | Phoenix, AZ | Jan 2023 - May 2024 | 1 |
| Terrawealth | Gilbert, AZ | Sep 2022 - May 2024 | 1 |
| Renaissance Marriott | Phoenix, AZ | Oct 2021 - Dec 2022 | 1 |
| Thompson Financial Group | Gilbert, AZ | Oct 2019 - Sep 2022 | 2 |
| People Ready | Tempe, AZ | Nov 2020 - Oct 2021 | < 1 |
| Woz-u | Scottsdale, AZ | Aug 2019 - Oct 2020 | 1 |
| People Ready | Tempe, AZ | Aug 2018 - Jul 2019 | < 1 |
| Dhl Express | Tempe, AZ | Mar 2018 - Jul 2018 | < 1 |
| Partech, Kiviteapp | Phoenix, AZ | Feb 2017 - Apr 2018 | 1 |
| Hampton University / Arizona State University | Tempe, AZ | Aug 2012 - Jun 2017 | 4 |
| Preople Ready | Tempe, AZ | Nov 2016 - Feb 2017 | < 1 |
| Mga Business Consulting | Phoenix, AZ | Sep 2015 - Nov 2016 | 1 |
| Anytime Auto Glass | Mesa, AZ | Jul 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- AZ
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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