Curtis Montgomery (CRD# 7309543) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Johnson City, TN and has over 3 years of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Oct 2020 - Current | 3 |
| Ballad Health | Johnson City, TN | May 2019 - Oct 2020 | 1 |
| Appalachian Community Federal Credit Union | Gray, TN | Aug 2016 - May 2019 | 2 |
| Allied Dispatch | Johnson City, TN | Jul 2016 - Aug 2016 | < 1 |
| Kingsport City | Kingsport, TN | Nov 2014 - Jul 2016 | 1 |
| Unemployed | Kingsport, TN | Jul 2014 - Nov 2014 | < 1 |
| University Of Memphis Cecil C. Humphrey's School Of Law | Memphis, TN | Jun 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- TN
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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