Thomas Montz
Thomas Montz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mobile, AL, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3704 Dauphin Street, Mobile, AL, 36608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas works as a financial advisor for Montz Wealth Management Group and SmartBank. He dedicates about half his time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Pamco Securities and Insurance ServicesBroker
State Registrations18 states
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