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).
Total Assets Under Management43MILLION
Total Number of Accounts160ACCOUNTS
Average Account Value$268,233
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gary Montgomery (CRD# 5661039) is an Investment Advisor Representative working at Wealth Security, LLC in Austin, TX and has over 8 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.