James Montgomery, financial advisor Cambridge MD
93 score

James Montgomery

CRD 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 29 years of experience in the finance industry.

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Company Name Location Dates Years
Folger Nolan Fleming Douglas Inc. Washington, DC Apr 2010 - Current 8
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
Contact Info for James T. Montgomery
Phone Number: 202-626-5300
Firm Website: http://www.fnfd.com
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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