Vincent Montgomery (CRD# 6686156) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 7 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fwg Investments, LLC | Lexington, KY | Jul 2019 - Current | 4 |
| Family Wealth Group, LLC | Lexington, KY | Jul 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Lexington, KY | Nov 2016 - Jul 2019 | 2 |
| Wells Fargo Advisors, LLC | Lexington, KY | Jul 2016 - Nov 2016 | < 1 |
| Kentucky Division Of Unemployment | Richmond, KY | Apr 2016 - Jul 2016 | < 1 |
| Premier Medical Partner | Berea, KY | Jun 2010 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- KY
-
Total Assets Under Management206MILLIONS
-
Total Number of Accounts2,659ACCOUNTS
-
Average Account Value$77,437
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, HI, IN, KY, NC, OH, SC, TN, TX, WV
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