Reed
Montgomery
Planmember Securities Corporation
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About this Advisor
Reed Montgomery is a financial advisor who works in Carpinteria, California with a total of 15 years of industry experience. Montgomery is an employee of Planmember Securities Corporation. Throughout their career, they have worked at Reed Montgomery Ed. D. Consulting, Montgomery Financial & Insurance Services, Planmember Securities Corporation, Ca Tax Team and Highmark Administration And Consulting. Montgomery has a Series 63 license, which qualifies them as a securities representative, and is registered to operate in California. Planmember Securities Corporation is a registered investment firm based out of Carpinteria, CA. The company has offices in 350 locations and a total of 459 people on staff. It administers $8 billion in total assets between its 67,968 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 14 charitable organizations. Of its 67,968 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Planmember Securities Corporation performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely are based on which service is offered. Fee types charged by Planmember Securities Corporation most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Reed Montgomery Work History
Reed has been registered as a financial advisor for 15 years.*
Highmark Administration And Consulting
Ca Tax Team
Planmember Securities Corporation
Montgomery Financial & Insurance Services
Reed Montgomery Ed. D. Consulting
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Reed Montgomery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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