Joseph Montgomery, financial advisor Greenville SC
90 score

Joseph Montgomery

CRD Number: 5964422
Current Firm: Cda Group

Joseph Montgomery (CRD# 5964422) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cda Group Greenville, SC Aug 2011 - Current 5
Montgomery & Company, Cpas Greenville, SC Jan 1994 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Joseph F. Montgomery
Phone Number: 864-235-1428
Firm Website: http://cdagroupllc.com/
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    301
    MILLIONS
  • Total Number of Accounts
    1,166
    ACCOUNTS
  • Average Account Value
    $258,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

GA, NC, SC

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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