Joseph Montgomery
Joseph Montgomery is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Virginia Bch, VA, with 11 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1 Columbus Ctr Ste 1100, Virginia Bch, VA, 23462
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Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Joseph may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also a professional rugby player for the Seattle Seawolves, dedicating a few hours per week to this.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations24 states
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.