Brandon Montgomery is a registered investment advisor, based in Wylie, TX, with 12 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Wylie, TX
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Regulatory History (1)
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Criminal
July 2003Final Disposition
Employment History
Current Registrations
Empower Financial Services, INC.Broker
August 2024 - Present · 2 yrs 2 mos
Empower Financial Services, INC.
August 2024 - Present · 2 yrs 2 mos
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Personal Capital Advisors Corporation
September 2017 - April 2023 · 5 yrs 7 mos
J.P. Morgan Securities LLC
August 2014 - August 2017 · 3 yrs
J.P. Morgan Securities LLCBroker
July 2014 - August 2017 · 3 yrs 1 mo
State Registrations1 state
TX
Advisor
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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