Herbert Elwin Montgomery

Employer firm

The Montgomery Financial Group, Inc. CRD 140782

$48.3M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• HOURLY INVESTMENT CONSULTATIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  The Montgomery Financial Group, Inc.
  Orleans, MA

Other Businesses

2012-PRESENT/50% owner of Fitz-Mont Environmental Solutions, Inc., which provides businesses and individuals with environmentally sound electricity, water, waste, and lighting solutions. HOURS DEVOTED: 0 HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-03

Designations

• Certified Financial Planner

Other Names

• Herb Montgomery