HM
Herman H. Monge
H H FINANCIAL CONSULTANTS
San Diego, CA
CRD#: 4932036
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HM
Herman Hector MongeH H FINANCIAL CONSULTANTS
Professional summary
Herman Hector Monge is a registered financial advisor currently at H H FINANCIAL CONSULTANTS located in San Diego, California.
Herman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Herman has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Herman Hector Monge's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 27, 2017 - Present
H H FINANCIAL CONSULTANTS
RIA
CRD#: 134630
San Diego, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/27/2017)
Current Firm
HH
H H FINANCIAL CONSULTANTS
H H FINANCIAL CONSULTANTS | HERMAN HECTOR MONGE
CRD#: 134630 / SEC#:
California
Registered Investment Advisory firm - (1/27/2017 Approved)Loading...
Contact information
Main Address
San Diego, CA
Mailing Address
Phone number
(619) 302-6200
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
