Dallin Montez
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.
- Validus Financial AssociatesApr 2026 to now
- LPL Financial LLCMar 2026 to now
- Reliant Pest ProsMar 2026 to Apr 2026
- UnemployedAug 2025 to Feb 2026
- Ninefold MarketingJan 2024 to Aug 2025
- Grit MarketingMay 2021 to Dec 2023
- In-n-out BurgerJan 2021 to Apr 2021
- UnemployedJan 2019 to Dec 2020
- Byu IdahoSep 2018 to Dec 2018
- Pete King ConstructionMay 2018 to Sep 2018
- In-n-out BurgerAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8243192
- Firm CRD
- 6413