Molly Montgomery (CRD# 7634746) is an Investment Advisor Representative working at Lpl Financial LLC in Ottawa, OH and has 1 year of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 2334231
Osaic Wealth, Inc.
CRD# 4774894
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Ottawa, OH | Apr 2023 - Current | 1 |
| Superior Credit Union | Ottawa, OH | Aug 2022 - Current | 1 |
| Board & Brush Creative Studio | Bluffton, OH | Aug 2019 - Current | 4 |
| University Of Findlay | Findlay, OH | Aug 2021 - Aug 2022 | 1 |
| Holiday Inn Express | Findlay, OH | Apr 2021 - Aug 2021 | < 1 |
| University Of Utah School Of Dentistry | Salt Lake City, UT | Aug 2017 - Aug 2019 | 2 |
| Marriott City Center | Salt Lake City, UT | Aug 2013 - Aug 2019 | 6 |
| Knight + Knight Dental Healthcare | Park City, UT | Aug 2015 - Aug 2017 | 2 |
| Home2suites By Hilton | Murray, UT | Aug 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, 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, VI, VT, WA, WI, WV, WY
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