Charles MontgomeryCRD Number: 5937421
Current Firm: Waddell & Reed
Charles Montgomery (CRD# 5937421) is an Investment Advisor Representative working at Waddell & Reed in Nashville, TN and has over 6 years of experience in the finance industry.
Retirement Resources Management, LLC
Quinn Stauffer Financial, LLC
Envision Wealth Planning
|Davidson County Republican Party||Nashville, TN||Apr 2015 - Current||2|
|Franklin Wine & Spirits||Franklin, TN||Jun 2014 - Current||3|
|Montgomery Music Management||Nashville, TN||Jan 2014 - Current||4|
|Gop Minority Coalition Of Middle Tennessee||Nashville, TN||Jun 2013 - Current||4|
|Various Insurance Carriers For W&r Insurance Agencies||Nashville, TN||Jul 2011 - Current||6|
|Waddell & Reed, Inc.||Nashville, TN||Jun 2011 - Current||6|
|University Of Alabama Center For Teaching And Learing||Tuscaloosa, AL||Oct 2008 - May 2011||2|
|University Of Alabama Housing And Residential Communities||Tuscaloosa, AL||May 2009 - Aug 2009||< 1|
|Unemployed||Tuscaloosa, AL||Aug 2008 - Oct 2008||< 1|
|Wilmer And Lee, Pa||Huntsville, AL||May 2008 - Aug 2008||< 1|
|Unemployed||Tuscaloosa, AL||Aug 2007 - May 2008||< 1|
|City Of Huntsville Department Of Landscape Management||Huntsvillle, AL||May 2007 - Aug 2007||< 1|
|Unemplyoed||Huntsville, AL||Jan 2001 - May 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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