Zachary Montgomery (CRD# 6841741) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Martinez, GA and has 1 year of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services | Martinez, GA | Aug 2023 - Current | < 1 |
| Bankers Life Securities, Inc. | Martinez, GA | Dec 2022 - Current | 1 |
| Bankers Life & Casualty, Inc. | Martinez, GA | May 2022 - Current | 1 |
| Bankers Life And Casualty Company | Columbia, SC | Jul 2017 - Apr 2022 | 4 |
| Northside Baptist Church | Lexington, SC | Sep 2014 - Jun 2017 | 2 |
| Georgia Military College | Milledgeville, GA | May 2010 - Jun 2015 | 5 |
| John Hancock Academy | Sparta, GA | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- GA
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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