Guillermo Monge has been an investment adviser representative at Wealth Management Partners since November 2020, and is not listed among the firm’s executive officers or direct owners. Guillermo Monge holds a Degree in accounting and marketing from the University of Arizona.
Wealth Management Partners, LLC is a Tucson, AZ firm with $794M under management, 799 clients and 6 advisers in one office, as of its September 2026 filing.
Guillermo “Billy” Monge is Portfolio Manager/Financial Advisor of Wealth Management Partners. He has worked in the financial services field since 1999 and earlier served as an investment officer and international banker at Merrill Lynch, BBVA and Wells Fargo Private Client Group. He has experience managing investments in North America and Latin America.
Guillermo Monge’s longest registration was 7 years at Raymond James Financial Services Advisors, Inc (2013–2020). Before joining Wealth Management Partners in 2020, Guillermo Monge was registered through Raymond James Financial Services Advisors, Inc and Nova Financial & Insurance Services.
- – present · 5 yearsTucson, AZ · Adviser representative · Firm CRD 309790
- Raymond James Financial Services Advisors, Inc– · 7 yearsTucson, AZ · Adviser representative · Firm CRD 149018
- Nova Financial & Insurance Services– · 1 yearTucson, AZ · Adviser representative · Firm CRD 150148
- Nova Financial Services– · under a yearTucson, AZ · Adviser representative · Firm CRD 150148
- Bbva Wealth Solutions Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 110476
- St Johns Wealth Management– · under a yearTucson, AZ · Adviser representative · Firm CRD 105564
- Bbva Compass Investment Solutions, Inc.– · 1 yearTucson, AZ · Adviser representative · Firm CRD 17086
- Chase Investment Services Corp.– · under a yearTucson, AZ · Adviser representative · Firm CRD 25574
- Cue Financial Group, Inc.– · under a yearTucson, AZ · Adviser representative · Firm CRD 21033
- Primevest Financial Services, Inc.– · 1 yearTucson, AZ · Adviser representative · Firm CRD 15340
- Wells Fargo Investments, LLC– · 2 yearsTucson, AZ · Adviser representative · Firm CRD 10582
- Merrill Lynch Pierce Fenner & Smith Inc.– · 3 yearsTucson, AZ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Guillermo Monge is registered as an investment adviser representative in Arizona, since November 2020.
- ArizonaSince 3 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 20 March 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 20 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 February 2000 |
| Series 7 | General Securities Representative Examination | 13 January 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 July 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 June 1999 |
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Guillermo Hector Monge
- CRD
- 3204917
- Firm
- Wealth Management Partners · CRD 309790
- Office
- 1980 E RIVER ROAD, SUITE 120, Tucson, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wmpaz.com
Where does Guillermo Monge work?
Guillermo Monge is an investment adviser representative registered through Wealth Management Partners, LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Guillermo Monge a financial advisor?
Yes. Guillermo Monge has a current investment-adviser registration in Arizona, through Wealth Management Partners since November 2020.
How many years of experience does Guillermo Monge have?
Guillermo Monge has 26 years in the financial industry, since December 1999, across 11 adviser firms.
What exams has Guillermo Monge passed?
Guillermo Monge has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 65, Series 7TO and Series 6TO. The earliest, the Series 63, was passed in June 1999. FINRA credited Guillermo Monge with the SIE, which began in October 2018.
Where did Guillermo Monge work before Wealth Management Partners?
Before Wealth Management Partners, Guillermo Monge was registered through Raymond James Financial Services Advisors, Inc, April 2013 to October 2020; Nova Financial & Insurance Services, April 2013 to October 2014; Nova Financial Services, November 2012 to March 2013; Bbva Wealth Solutions Inc., October 2010 to August 2012; St Johns Wealth Management, May 2010 to October 2010; Bbva Compass Investment Solutions, Inc., August 2009 to October 2010; Chase Investment Services Corp., July 2008 to June 2009; Cue Financial Group, Inc., March 2008 to July 2008; Primevest Financial Services, Inc., October 2006 to March 2008; Wells Fargo Investments, LLC, March 2004 to October 2006; Merrill Lynch Pierce Fenner & Smith Inc., January 2001 to March 2004.
Where is Guillermo Monge based?
Guillermo Monge’s registered office is in Tucson, AZ.
Is Guillermo Monge registered with FINRA?
No. Guillermo Monge has no current broker registration.
How can I verify Guillermo Monge’s record?
Search CRD 3204917 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Guillermo Monge’s full registration record.
