JAMES M MONTGOMERY

C5

IAR CRD 5485951·Industry start 2025-06-04

Identity

Legal name

JAMES M MONTGOMERY

CRD

5485951

NPN

—

Career

Previous employments

CHARLES SCHWAB & CO., INC.2016-10-21

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2025-06-04

Est. age

23

Age confidence

—

Est. birth year

2003

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

1

ATWOOD & PALMER, INC.