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
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

DE, FL, MD

Financial Advisors at Montgomery Financial Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward J. Loftice
CRD#: 6151525
11022 Nicholas Lane, Suite 6, Ocean Pines, MD 21811
93
Wealthminder
score

Edward Loftice (CRD# 6151525) is an Investment Advisor Representative working at Montgomery Financial Services, LLC in Ocean Pines, MD and has over 5 years of experience in the finance industry.

2
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 7 years of experience in the finance industry.

3
Nicholas C. Craven
CRD#: 6728337
11022 Nicholas Lane, Suite 6, Ocean Pines, MD 21811
88
Wealthminder
score

Nicholas Craven (CRD# 6728337) is an Investment Advisor Representative working at Montgomery Financial Services, LLC in Ocean Pines, MD and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.