Randall Joseph Montoya
Investment adviser representative at Tcfg Investment Advisors, LLC
28 yearsExperience
4 statesRegistered in
$639.4MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Tcfg Wealth Management, LLCJan 2014 to now
- Tcfg Investment Advisors, LLCJan 2013 to now
- Randall MontoyaJun 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 4 states (CA, NM, NV, NY).
Tcfg Investment Advisors, LLC
$639.4MAssets managed
2,334Clients
31Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3130688
- Firm CRD
- 166606