Mona Hurtado has been an investment adviser representative at Enduring Wealth Advisors since April 2023, and is not listed among the firm’s executive officers or direct owners.
Enduring Wealth Advisors, LLC is a Temecula, CA firm with $123M under management, 228 clients and 3 advisers in one office, as of its March 2026 filing.
Mona Hurtado’s longest registration is the current one, 3 years at Enduring Wealth Advisors since 2023. Before joining Enduring Wealth Advisors in 2023, Mona Hurtado was registered through LPL Financial LLC.
- Enduring Wealth AdvisorsCurrent– present · 3 yearsTemecula, CA · Adviser representative · Firm CRD 323320
- LPL Financial LLC– · 1 yearFort Mill, SC · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Mona Hurtado is registered as an investment adviser representative in California, since April 2023.
- CaliforniaSince 3 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 January 2022 |
| Series 7TO | General Securities Representative Examination | 9 September 2021 |
| SIE | Securities Industry Essentials Examination | 19 July 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7057747
- Firm
- Enduring Wealth Advisors · CRD 323320
- Office
- 27555 YNEZ ROAD, SUITE 212, Temecula, CA 92591
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Mona Hurtado work?
Mona Hurtado is an investment adviser representative registered through Enduring Wealth Advisors, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Mona Hurtado a financial advisor?
Yes. Mona Hurtado has a current investment-adviser registration in California, through Enduring Wealth Advisors since April 2023.
How many years of experience does Mona Hurtado have?
Mona Hurtado has 5 years in the financial industry, since September 2021, across 2 adviser firms.
What exams has Mona Hurtado passed?
Mona Hurtado has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2019.
Where is Mona Hurtado based?
Mona Hurtado’s registered office is in Temecula, CA.
Is Mona Hurtado registered with FINRA?
Yes. Mona Hurtado has a current broker registration, under CRD 7057747.
Source: FINRA BrokerCheck
How can I verify Mona Hurtado’s record?
Search CRD 7057747 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mona Hurtado’s full registration record.
