John MontgomeryCRD Number: 6089576
Current Firm: Nida And Montgomery Wealth Advisors
John Montgomery (CRD# 6089576) is an Investment Advisor Representative working at Nida And Montgomery Wealth Advisors in Shreveport, LA and has over 5 years of experience in the finance industry.
Adkins Seale Capital Management LLC
Capital One Advisors, LLC
Wells Fargo Clearing Services, LLC
|Montgomery & Company, LLC||Shreveport, LA||Jun 2015 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jun 2015||< 1|
|Morgan Stanley||Shreveport, LA||Aug 2013 - Jun 2015||1|
|Self-employed||Shreveport, LA||Mar 2013 - Jul 2013||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2012 - Mar 2013||< 1|
|Northwestern Mutual Investment Services, LLC||Shreveport, LA||Jul 2012 - Mar 2013||< 1|
|Chesapeake Operating, Inc.||Haughton, LA||Aug 2008 - Jun 2012||3|
|Jpd Energy, Inc.||Shreveport, LA||May 2008 - Aug 2008||< 1|
|Hoogland's Nursery And Landscape||Bossier City, LA||Mar 2008 - Apr 2008||< 1|
|Louisiana State University||Baton Rouge, LA||Aug 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management6MILLIONS
Total Number of Accounts33ACCOUNTS
Average Account Value$180,302
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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