Monty Leon Mccurley
Investment adviser representative at Camarda Wealth Advisory Group
10 yearsExperience
1 stateRegistered in
$315.4MFirm assets
24 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Camarda Wealth Advisory GroupSep 2026 to now
- Quartz PartnersSep 2025 to Sep 2026
- Foundations Investment AdvisorsApr 2025 to Sep 2025
- American Elite AdvisoryApr 2024 to Jan 2025
- Bison AdvisorsJan 2022 to Sep 2022
- American Elite AdvisoryAug 2021 to Dec 2021
- Secure Insurance GroupNov 2019 to Jan 2025
- Farmers Financial SolutionsApr 2016 to Oct 2019
- Farmers InsuranceMar 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Camarda Wealth Advisory Group
Legal name: Camarda Financial Advisors , LLC
$315.4MAssets managed
286Clients
12Advisers
24 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
- 5738036
- Firm CRD
- 113784