Erica Ryberg (CRD# 6697964) is an Investment Advisor Representative working at Montoya Wealth Management in Prescott, AZ and has over 7 years of experience in the finance industry.
CRD# 4348493
Commonwealth Financial Network
CRD# 4881991
Yavapai Financial Planning, LLC
CRD# 3265405
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Montoya Wealth Management | Prescott, AZ | Mar 2020 - Current | 4 |
| Montoya Wealth Management | Prescott, AZ | Oct 2016 - Current | 7 |
| Montoya Wealth Management | Prescott, AZ | Jun 2016 - Current | 7 |
| Casual Miracles | Prescott, AZ | Jan 2014 - Current | 10 |
| N/a | Prescott, AZ | Apr 2016 - Jun 2016 | < 1 |
| Amazon.com | Prescott, AZ | Jun 2015 - Apr 2016 | < 1 |
| Yavapai College | Prescott, AZ | Aug 2014 - Jun 2015 | < 1 |
| Amazon.com | Seattle, WA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- AZ
- TX
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts324ACCOUNTS
-
Average Account Value$147,670
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, TX
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