David Montemurro

Home > Financial Advisor Directory > pennsylvania > warrington

About David Montemurro

I enjoy helping my clients with their investments, insurance and all the planning that goes with it.

I'm Most Proud Of:Hearing from clients about how our team helped improve their life. There's nothing better!

Click Here to Learn More About David Montemurro

See Disclosures

General Information

CRD#

3049751

Firm CRD#

8733

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CLU^®, ChFC^®

Securities Licenses

Series 6, Series 7, Series 66, Series 63, Series 26

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Accident, Casualty, Health

Compensation and Fees

Compensation Methods

Based on Assets, Flat Fee, Commissions

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Prudential