Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Montgomery is a financial advisor with over 16 years of experience in the financial services industry. Eric is currently registered with LPL Financial LLC in Fort Mill, South Carolina. Eric has a Series 7, Series 24, and Series 66 licenses. Eric is also a Certified Financial Planner™. Eric has previously worked with BB&T Investment Services, Inc., UVEST Financial Services Group, Inc., Synergy Investment Group, LLC, and H. Beck, Inc. Eric has a broad range of experience serving individual clients, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/03/2011 - 02/21/2014
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
01/26/2007 - 11/07/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
09/08/2006 - 01/22/2007
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
NC
07/10/2006 - 09/06/2006
H. BECK, INC. (SALISBURY NC)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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