John Montgomery, financial advisor Shreveport LA
93 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for John T. Montgomery
Phone Number: 318-299-5932
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $180,302
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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