John Montgomery, financial advisor Lawton OK

John Montgomery

CRD Number: 6193684
Current Firm: Invictus Investment Advisors

John Montgomery (CRD# 6193684) is an Investment Advisor Representative working at Invictus Investment Advisors in Lawton, OK and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
State Of Oklahoma Oklahoma City, OK Nov 2018 - Current 2
University Of Oklahoma Norman, OK Aug 2017 - Jun 2019 1
State Of Oklahoma Oklahoma City, OK Nov 2014 - Nov 2018 4
Political Campaign Lawton, OK May 2014 - Nov 2014 < 1
University Of Oklahoma Norman, OK Aug 2011 - May 2014 2
Defender/goodyear Lawton, OK May 2009 - Aug 2013 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for John M. Montgomery
Phone Number: 5806957414
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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


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