Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Montgomery is a financial advisor with over 30 years of experience in the industry. John is currently registered with SRS Capital Advisors, LLC and Financial Freedom Advisors, LLC. John provides financial planning, portfolio management for individuals, and other advisory services. John holds the Series 7, Series 24, Series 51, and Series 63 securities licenses. John has a wide range of experience, including serving as a financial advisor with First Allied Securities, Inc., First Affiliated Securities, Kidder, Peabody & Co. Incorporated, Advest, Inc., and Burgess & Leith Incorporated. John is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Seminars
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.
A percentage of the total value of assets under management is charged.
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2
CO
03/26/2024 - Present
SRS Capital Advisors, LLC (DENVER CO)
SC
01/09/1995 - 07/15/2014
FIRST ALLIED SECURITIES, INC. (CHARLESTON SC)
CA
08/22/1991 - 12/21/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NY
03/29/1988 - 08/26/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
09/30/1985 - 04/08/1988
ADVEST, INC.
NA
07/26/1985 - 09/30/1985
BURGESS & LEITH INCORPORATED
NA
03/30/1982 - 07/31/1985
DEAN WITTER REYNOLDS INC.
BC
Issued 04/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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