Donald Montgomery, financial advisor Kennewick WA
93 score

Donald Montgomery

CRD Number: 4488533
Current Firm: Waddell & Reed

Donald Montgomery (CRD# 4488533) is an Investment Advisor Representative working at Waddell & Reed in Kennewick, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Montgomery Group Pllc Clarkston, WA Jan 2013 - Current 3
St Joseph Hospital Foundation Board Lewiston, ID Oct 2012 - Current 4
Montgomery Unlimited, LLC Clarkston, WA Feb 2005 - Current 11
Various Insurance Carriers For W & R Insurance Agencies Clarkston, WA May 2002 - Current 14
Waddell & Reed, Inc. Lewiston, ID Dec 2001 - Current 15
G & J Terjeson Farms Helix, OR Jan 1990 - Jul 2007 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Donald T. Montgomery
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • CA
  • ID
  • LA
  • MT
  • NM
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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