Janet Montgomery is a CFP-designated registered investment advisor, based in Katy, TX, with 22 years of industry experience.
Location
Katy, TX
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Janet is involved in several outside business activities, including serving as an advisor to a family limited partnership, managing a real estate LLC, and acting as a managing member of Stewardship Wealth. She also dedicates minimal time to roles such as treasurer for Magnolia School and vice-president for Alanon Family Group Service, Inc.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
State Registrations12 states
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