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James M Montgomery

Atwood & Palmer, Inc.

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About James M Montgomery

James Montgomery is a financial advisor with Atwood & Palmer, Inc. James is based in Kansas City, Missouri and has been in the industry for over a decade. James is registered with the states of Kansas and Missouri. James has experience providing financial planning, portfolio management for businesses and individuals, and advisory services to individuals, corporations, charitable organizations, and high-net-worth individuals. James is committed to providing clients with personalized financial guidance and strategies to help them achieve their financial goals.

Firm Information

James Montgomery is currently registered with Atwood & Palmer, Inc.. Atwood & Palmer, Inc. is an investment advisor headquartered in KANSAS CITY, MO. The firm manages over $1.44 billion in assets for 1,176 accounts, primarily for high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services for both businesses and individuals. The firm's website addresses are HTTP://TWITTER.COM/ATWOODPALMER, HTTPS://WWW.LINKEDIN.COM/COMPANY/ATWOOD-&-PALMER-INC-/, and HTTP://WWW.ATWOODPALMER.COM.
Atwood & Palmer, Inc.

4520 MADISON AVENUE

KANSAS CITY, MO 64111-3541

$1.44B

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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James Montgomery’s Registration & Firm History

MO

11/21/2017 - Present

Atwood & Palmer, Inc. (KANSAS CITY MO)

TX

10/21/2016 - 10/06/2017

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 05/09/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James M Montgomery.
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