Craig MontgomeryCRD Number: 4655011
Current Firm: Edward Jones
Craig Montgomery (CRD# 4655011) is an Investment Advisor Representative working at Edward Jones in Whitney, TX and has over 19 years of experience in the finance industry.
Bible & Sovereign Partners Financial Services
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||Apr 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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