Kristi Montgomery
Kristi Montgomery is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mattoon, IL, with 14 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
1317 Charleston Avenue, Mattoon, IL, 61938
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristi is an associate/employee at First Mid Illinois Bank & Trust as a financial advisor since 2011, dedicating about 10-20% of her time. She also works at First Mid Wealth Management since 2019, spending about half her time on financial planning, client advising, and supervisory duties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations45 states
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