Andrew Montgomery is a registered investment advisor, based in Chicago, IL, with 12 years of industry experience.
Location
101 N. Wacker Drive, Suite 1500, Chicago, IL, 60606
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Lbmz Securities, INC.Broker
October 2023 - Present · 2 yrs 6 mos
Zacks Investment Management, INC.
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Lbmz Securities, INC.Broker
May 2013 - June 2019 · 6 yrs 1 mo
Zacks Investment Management, INC.
November 2012 - August 2019 · 6 yrs 9 mos
National Securities CorporationBroker
February 2012 - July 2012 · 5 mos
State Registrations8 states
IAILINMIMNOHWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.