Guillermo Hector Monge

Employer firm

Wealth Management Partners, LLC CRD 309790

$794M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2013 → 09/2020
  Raymond James Financial Services, Inc.
  Tucson, AZ
• 04/2013 → 09/2020
  Raymond James Financial Services Advisors Inc.
  Tucson, AZ
• 10/2020 → Present
  Wealth Managmement Partners, Llc
  Tucson, AZ

Previous Registrations

• 2013-04-01 → 2020-10-19
  Raymond James Financial Services Advisors, Inc
  Tucson, AZ
  Tucson, AZ
• 2013-04-01 → 2014-10-08
  Nova Financial Services
  Tucson, AZ
• 2012-11-15 → 2013-03-12
  Nova Financial Services
  Tucson, AZ
• 2010-10-15 → 2012-08-10
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 2009-08-27 → 2010-10-19
  Bbva Compass Investment Solutions, Inc
  Tucson, AZ
• 2010-05-11 → 2010-10-15
  St Johns Wealth Management
  Tucson, AZ
• 2008-07-11 → 2009-06-01
  Chase Investment Services Corp.
  Tucson, AZ
• 2008-03-06 → 2008-07-07
  Cue Financial Group, Inc.
  Tucson, AZ
• 2006-10-31 → 2008-03-04
  Cetera Investment Services Llc
  Tucson, AZ
• 2004-03-23 → 2006-10-30
  Wells Fargo Investments, Llc
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ
• 2001-01-22 → 2004-03-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-02-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-14

Other Names

• Billy Monge
• Guillermo Monge
• Hector Guillermo Monge
• Hector Guillermo Monge