Richard MontgomeryCRD Number: 3012150
Current Firm: H.d. Vest Advisory Services, Inc.
Richard Montgomery (CRD# 3012150) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Fairfield, IL and has over 19 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
Securities America Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
|H.d. Vest Investment Services||Fairfield, IL||Feb 1998 - Current||20|
|Richard I Montgomery D/b/a Montgomery & Hefley||Fairfield, IL||Nov 1989 - Current||28|
|Self Employed||Fairfield, IL||Nov 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY