Steve
Montgomery
Financial Advocates Investment Management
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About this Advisor
Steve Montgomery is a financial advisor operating out of Ellensburg, Washington who has 3 years of industry experience. Montgomery is currently employed by Financial Advocates Investment Management. Over the course of their career, Montgomery has held roles at Comfort Systems Usa, Kent Fire Department, Mechanical Sales Inc, Legion Capital Management, Family Heritage, Financial Advocates Investment Management and Legion Insurance Group. Montgomery maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Financial Advocates Investment Management is a registered investment company that has its headquarters in Olympia, WA. The investment advisory business has offices in 71 locations and a total of 149 people on staff. It handles $4 billion in total assets across its 20,722 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 26 charitable organizations. Of its 20,722 accounts, 25% belong to high-net-worth investors who have more than $1 million in assets. Financial Advocates Investment Management performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically vary depending on the financial services offered. However, fee types charged by Financial Advocates Investment Management can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,580,994,144
149
20,722
$172,811
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Steve Montgomery Work History
Steve has been registered as a financial advisor for 3 years.*
Legion Capital Management
Financial Advocates Investment Management
Legion Insurance Group
Family Heritage
Comfort Systems Usa
Kent Fire Department
Mechanical Sales Inc
*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 Steve Montgomery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Advocates Investment Management
Edmonds, WA
Spokane, WA
Cody, WY
Napa, CA
Rock Springs, WY
Olympia, WA
Olympia, WA
Olympia, WA
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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