Monticello Financial Advisors

Monticello Financial Advisors (CRD# 322890) is a financial advisory firm headquartered in Mount Pleasant, TX. They manage $4,120,833 in 198 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

107 East Eleventh Street, Mount Pleasant, TX 75455

By the Numbers

Total Assets Under Management

4

MILLION
Total Number of Accounts

198

ACCOUNTS
Average Account Value

$20,812

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Monticello Financial Advisors

Showing 1 - 2 of 2 top financial advisors.

Rory P. McDonald

CRD#: 4845464

107 East Eleventh Street, Mount Pleasant, TX 75455

Rory McDonald (CRD# 4845464) is an Investment Advisor Representative working at Monticello Financial Advisors in Mount Pleasant, TX and has over 19 years of experience in the finance industry.

Christine A. Warner

CRD#: 4001584

107 East Eleventh Street, Mount Pleasant, TX 75455

Christine Warner (CRD# 4001584) is an Investment Advisor Representative working at Monticello Financial Advisors in Mount Pleasant, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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