Monument Retirement & Wealth Advisory, LLC

Monument Retirement & Wealth Advisory, LLC (CRD# 135311) is a financial advisory firm headquartered in Allen, TX. They manage $6,439,808 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
450 Century Parkway, Suite 250, Allen, TX 75013
http://www.twitter.com/retirewelltexas
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $222,062
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Monument Retirement & Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Badali, financial advisor Allen TX
Robert C. Badali
CRD#: 2645281
450 Century Parkway, Suite 250, Allen, TX 75013

Robert Badali (CRD# 2645281) is an Investment Advisor Representative working at Monument Retirement & Wealth Advisory, LLC in Allen, TX and has over 28 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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