Reed Montgomery
Reed Montgomery is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93013
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Reed owns Montgomery Financial and Insurance Services, selling securities, life insurance, health insurance, and annuities, dedicating about a quarter of his time. He also engages in banking products, mortgage brokering, tax preparation, retirement plan administration, and renting timeshares, each requiring minimal time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Madison Avenue Securities, INC.Broker
Nylife Securities INC.Broker
Veritrust Financial, LLCBroker
Aragon Financial Services, INC.Broker
Brookstreet Securities CorporationBroker
Aragon Financial Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.