Wealth Security, LLC

Wealth Security, LLC (CRD# 149983) is a financial advisory firm headquartered in Austin, TX. They manage $42,917,214 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $268,233
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Wealth Security, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary A. Montgomery
CRD#: 5661039
Resaca Plaza, 11701 Fm 2244, Suite 106, Austin, TX 78738
96
Wealthminder
score

Gary Montgomery (CRD# 5661039) is an Investment Advisor Representative working at Wealth Security, LLC in Austin, TX and has over 7 years of experience in the finance industry. Gary Montgomery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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