Nida And Montgomery Wealth Advisors

Nida And Montgomery Wealth Advisors (CRD# 269932) is a financial advisory firm headquartered in , . They manage $1,530,697 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $218,671
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
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.

LA, TX

Financial Advisors at Nida And Montgomery Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
John T. Montgomery
CRD#: 6089576
Shreveport, LA
90
Wealthminder
score

John Montgomery (CRD# 6089576) is an Investment Advisor Representative working at Nida And Montgomery Wealth Advisors in Shreveport, LA and has over 3 years of experience in the finance industry.

2
Jonathan D. Nida
CRD#: 6339334
Shreveport, LA
88
Wealthminder
score

Jonathan Nida (CRD# 6339334) is an Investment Advisor Representative working at Nida And Montgomery Wealth Advisors in Shreveport, LA and has over 2 years of experience in the finance industry.

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