Ronald Montgomery
Ronald Montgomery is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockton, IL, with 25 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
111 W Main St, Rockton, IL, 61072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald owns Montgomery Financial Services LLC, a support company/DBA, and Montgomery Property Management LLC, which owns and rents property. He dedicates about 10-20% of his time to the property management business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Marquette Financial Group, INC.Broker
State Registrations11 states
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