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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alan Montgomery is an Investment Advisor Representative registered in Florida, New York, Ohio and Texas. Gary Alan Montgomery is associated with Per Stirling Capital Management, LLC. Gary Alan Montgomery has been in the industry since 2009 and holds the Series 65 license. Gary Alan Montgomery is a Certified Financial Planner. The firm manages assets between $1 billion and $10 billion and serves individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
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TX
04/23/2021 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
IA
Issued 03/12/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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