John Montgomery, financial advisor Shreveport LA
90 score

John Montgomery

CRD 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 3 years of experience in the finance industry.

Similar Advisors
Philip Adkins, financial advisor Shreveport LA
Philip M. Adkins
CRD# 1507407
Adkins Seale Capital Management LLC
Score
96
Similar Advisors
Charles Beard, financial advisor Shreveport LA
Charles C. Beard
CRD# 2030392
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Jamie Brewton, financial advisor Shreveport LA
Jamie H. Brewton
CRD# 2318427
Eagle Strategies LLC
Score
96
Company Name Location Dates Years
Montgomery & Company, LLC Shreveport, LA Jun 2015 - Current 1
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
Ewing Irrigation Shreveport, LA Jan 2007 - Aug 2007 < 1
Louisiana State University Of Shreveport Shreveport, LA Aug 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for John T. Montgomery
Phone Number: 318-299-5932
Registered State(s):
  • LA
  • TX
Current Firm Details
Nida And Montgomery Wealth Advisors
Firm's CRD Number: 269932
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $218,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.