Monica M. Gamblin
Professional summary
Monica Monique Gamblin, who also goes by Monica Monique Carter, Monica Carter, is a registered financial advisor currently at INTEGRA WEALTH ADVISORS located in Dallas, Texas.
Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Monica has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Monica Monique Gamblin's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2017 - Present
INTEGRA WEALTH ADVISORS
Office #1: 12200 Ford Rd Suite 100, Dallas, TX 75234Office #2: 400 N. Fourth St Suite 215, Saint Louis, MO 63102March 2, 2011 - October 31, 2016
FIRST HEARTLAND CONSULTANTS, INC.
February 23, 2011 - October 31, 2016
FIRST HEARTLAND CAPITAL, INC.
July 20, 2010 - February 25, 2011
NEW ENGLAND SECURITIES
July 19, 2010 - February 25, 2011
NEW ENGLAND SECURITIES
July 7, 2010 - July 20, 2010
EDWARD JONES
January 30, 2006 - July 20, 2010
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2017)
(1/3/2022)
Exams
Current Firm
INTEGRA WEALTH ADVISORS
CRD#: 285610 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
