James MontgomeryCRD Number: 1911499
Current Firm: Folger Nolan Fleming Douglas Incorporated
James Montgomery (CRD# 1911499) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Cambridge, MD and has over 27 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Index Portfolio Tools Advisors
Robert W. Baird & Company Incorporated
|Folger Nolan Fleming Douglas Inc.||Washington, DC||Apr 2010 - Current||6|
|Rbc Capital Markets Corporation||Easton, MD||Mar 2009 - Apr 2010||1|
|Ferris, Baker Watts, Inc.||Easton, MD||Oct 2003 - Mar 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S65||NASAA Investment Advisors Law Examination||Feb 1998|
Total Assets Under Management538MILLIONS
Total Number of Accounts357ACCOUNTS
Average Account Value$1,506,175
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, DE, GA, MD, NC, VA
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