Amber Montgomery, financial advisor Encinitas CA
93 score

Amber Montgomery

CRD Number: 5452067
Current Firm: Focus Investment Advisors

Amber Montgomery (CRD# 5452067) is an Investment Advisor Representative working at Focus Investment Advisors in Encinitas, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Encinitas, CA Sep 2011 - Current 5
Focus Investment Advisors Encinitas, CA Oct 2007 - Current 9
Girard Securities San Diego, CA Aug 2010 - Sep 2011 1
Girard Securities San Diego, CA Feb 2010 - Sep 2011 1
Securities America, Inc. Encinitas, CA Nov 2009 - Feb 2010 < 1
Focus Investment Advisors Encinitas, CA Oct 2007 - Oct 2009 2
Chapman University Orange, CA Aug 2003 - Oct 2009 6
Origins San Diego, CA Aug 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Amber R. Montgomery
Phone Number: 760-230-1880
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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