Montgomery Financial Services, LLC

Montgomery Financial Services, LLC (CRD# 170024) is a financial advisory firm headquartered in Ocean Pines, MD. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, MD

Financial Advisors at Montgomery Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey D. Montgomery
CRD#: 5921383
11022 Nicholas Lane, Suite 6, Ocean Pines, MD 21811
93
Wealthminder
score

Jeffrey Montgomery (CRD# 5921383) is an Investment Advisor Representative working at Montgomery Financial Services, LLC in Ocean Pines, MD and has over 6 years of experience in the finance industry.

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