Todd Montgomery is a registered investment advisor, based in Ashland, OR, with 15 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold.
Location
542 Washington Street, #104, Ashland, OR, 97520
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Regulatory History (1)
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Customer Dispute
September 2022Denied
Other Business Activities
Todd is the owner of SilverTree Collective, a support company acting as an umbrella for various businesses, dedicating about 10-20% of his time. He also serves as Operations Manager for TMG Home Solutions LLC, a real estate brokerage, spending minimal time on this.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 8 mos
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Edward Jones
August 2011 - February 2022 · 10 yrs 6 mos
Edward JonesBroker
August 2011 - February 2022 · 10 yrs 6 mos
Edward Jones
December 2010 - June 2011 · 6 mos
Edward JonesBroker
November 2010 - June 2011 · 7 mos
State Registrations17 states
AZCADCFLGAILMTNMNVNYOHORTNTXVTWAWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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