Amber Montgomery-OhCRD Number: 5452067
Current Firm: Focus Investment Advisors, Inc.
Amber Montgomery-Oh (CRD# 5452067) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 12 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lpl Financial LLC||Encinitas, CA||Sep 2011 - Current||10|
|Focus Investment Advisors||Encinitas, CA||Oct 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
Total Assets Under Management704MILLIONS
Total Number of Accounts173ACCOUNTS
Average Account Value$4,072,051
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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