Best Investors
Account
Sign in
Best Investors
Account
Sign in
Monument Retirement & Wealth Advisory, LLC CRD 135311
$7.90M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
450 Century Parkway Suite 250, Allen, TX 75013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-06-26 |
Branch Locations
450 Century Parkway Suite 250, Allen, TX 75013 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monument Retirement & Wealth Advisory, Llc | Plano | TX | 02/2006 | Present |
| Monument Insurance & Financial Services, Inc. | Plano | TX | 01/2004 | Present |
MONUMENT INSURANCE & FINANCIAL SERVICES, INC.; PRESIDENT/INSURANCE AGENT; PLANO, TX; 50% OF TIME SPENT IN THE INSURANCE PRACTICE; 2004.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
Reach out to this advisor