Thomas MontgomeryCRD Number: 5571240
Current Firm: Wealthstar Advisors, LLC
Thomas Montgomery (CRD# 5571240) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 9 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Wealthstar Advisors, LLC||Plano, TX||Nov 2013 - Current||4|
|Ifp||Plano, TX||Jul 2012 - Current||5|
|Peregrine Diversified Investment Services||Chicago, IL||May 2011 - Jul 2012||1|
|World Equity Group||Illinois, IL||May 2011 - May 2012||1|
|Pdiv||Chicago, IL||Apr 2011 - May 2011||< 1|
|Ams Advisors LLC||Austin, TX||Nov 2010 - May 2011||< 1|
|Best Direct Securities, LLC||Cedar Falls, IA||Nov 2010 - May 2011||< 1|
|Brewer Financial Services, LLC||Chicago, IL||May 2009 - Nov 2010||1|
|Brewer Investment Advisors, LLC||Chicago, IL||May 2009 - Nov 2010||1|
|Brookstone Capital Management||Wheaton, IL||Jul 2008 - May 2009||< 1|
|Self-employed||Dallas, TX||Apr 2007 - May 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2009|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management350MILLIONS
Total Number of Accounts1,890ACCOUNTS
Average Account Value$184,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, IL, KS, LA, OH, TX
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