David Montemurro

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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!

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General Information

CRD#

3049751

Firm CRD#

8733

Qualifications & Membership

Certifications, Accreditations & Designations

CLU^®, ChFC^®

Securities Licenses

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

Disclosures

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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

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Paladin Research Report For:

Prudential