John Montgomery (CRD# 6089576) is an Investment Advisor Representative working at Montgomery Wealth Advisors in Shreveport, LA and has over 11 years of experience in the finance industry.
CRD# 1507407
Adkins Seale Capital Management LLC
CRD# 2445840
Edward Jones
CRD# 2283016
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Montgomery & Company, LLC | Shreveport, LA | Jun 2015 - Current | 8 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jun 2015 | < 1 |
| Morgan Stanley | Shreveport, LA | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- LA
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$197,380
- 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)
LA, TX
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