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Franklin Scott Koonce

Montgomery Investment Management Inc.

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About Franklin Scott Koonce

Franklin Koonce is an investment advisor representative at Montgomery Investment Management Inc.. Franklin has been in the securities industry since July 25, 1994. Franklin is registered with FINRA and the state of Maryland. Franklin is also registered with the state of Florida as an investment advisor. Montgomery Investment Management Inc. provides financial planning and portfolio management services. The firm primarily serves high net worth individuals, charitable organizations, and corporations or other businesses.

Firm Information

Franklin Koonce is currently registered with Montgomery Investment Management Inc.. Montgomery Investment Management Inc. is an investment advisor registered with the SEC and located in Rockville, MD. The firm provides portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $364 million in assets and have a team of 2 investment advisor representatives.
Montgomery Investment Management Inc.

6229 EXECUTIVE BLVD

ROCKVILLE, MD 20852

$364.21M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Franklin Koonce’s Registration & Firm History

MD

06/26/2015 - Present

Montgomery Investment Management Inc. (ROCKVILLE MD)

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Licenses & Designations

IA

Issued 10/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Franklin Scott Koonce.
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