Amber Renee Restine

Employer firm

Focus Investment Advisors, Inc CRD 109970

$956M regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Lpl Financial Llc
  Encinitas, CA
• 10/2007 → Present
  Focus Investment Advisors
  Encinitas, CA

Previous Registrations

• 2011-09-30 → 2015-10-28
  Lpl Financial Llc
  Solana Beach, CA
  Encinitas, CA
  San Diego, CA
• 2011-11-17 → 2011-12-31
  Focus Investment Advisors, Inc
  Solana Beach, CA
• 2010-08-09 → 2011-10-04
  Girard Securities, Inc.
  Encinitas, CA
  San Diego, CA

Other Businesses

1. 8/29/2013: DBA ONLY - FOCUS INVESTMENT ADVISORS - ENCINITAS, CA. 2. 09/27/2023 - Focus Investment Advisors - Registered Investment Advisor Hybrid - IAR - COO of Focus Investment Advisors - Investment Related - At Reported Business Location(s) - Start Date 01/01/2021 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Focus Investment Advisors, an independent investment advisor firm. I started this business activity in 01/2021]. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-07

Designations

• Certified Financial Planner

Other Names

• Amber Montgomery
• Amber Renee Montgomery
• Amber Renee Montgomery-Oh