Luis M. Montero
Professional summary
Luis Miguel Montero II, who also goes by Luis Miguel, Luis M Montero II, Luis M Montero Jr, Luis Montero 2, Luis Montero Ii, is a registered financial advisor currently at TAURSAS INVESTMENTS located in Houston, Texas.
Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Luis has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Luis Miguel Montero II's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 21, 2024 - Present
TAURSAS INVESTMENTS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2024)
(2/21/2024)
Current Firm
TAURSAS INVESTMENTS
CRD#: 328860 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 23,850,000 |
Red Flags
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