Montana Silva
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJun 2025 to now
- Thiesen Dueker Modern Wealth ManagementJun 2025 to now
- UnemployedApr 2025 to May 2025
- AdpOct 2024 to Mar 2025
- UnemployedSep 2024 to Oct 2024
- KleinfelderJun 2024 to Aug 2024
- UnemployedMar 2024 to May 2024
- The Path AllianceApr 2023 to Feb 2024
- FlexportApr 2022 to Mar 2023
- Dibuduo & Defendis Insurance Brokers LLCSep 2021 to Apr 2023
- UnemployedAug 2021 to Aug 2021
- Gonzaga University Graduate School of BusinessAug 2020 to Jul 2021
- Fresno First BankMay 2020 to Aug 2020
- Gonzaga UniversityAug 2019 to May 2020
- Fresno First BankMay 2019 to Aug 2019
- Gonzaga UniversityJan 2019 to Apr 2019
- Gonzaga UniversityAug 2018 to Dec 2018
- Gonzaga University Communication DepartmentMay 2018 to Aug 2018
- Gonzaga University Theater PlayhouseAug 2017 to May 2018
- Gonzaga UniversityAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8121224
- Firm CRD
- 6413