Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Montague? Claim Your ProfileMontague Laffitte Boyd is a financial advisor with over 30 years of experience in the financial services industry. Montague is registered with Independent Advisor Alliance, LLC and has been a Registered Investment Advisor for over 20 years. Montague holds a Series 65 and Series 63 license and a Certified Financial Planner designation. Previously, Montague has worked with firms such as LPL Financial LLC, Stephens Inc, UBS Financial Services Inc, Citigroup Global Markets Inc, and The Robinson-Humphrey Company, LLC.
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.
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.
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GA
10/07/2021 - Present
Independent Advisor Alliance, LLC (Atlanta GA)
GA
10/07/2021 - 11/09/2023
LPL FINANCIAL LLC (ATLANTA GA)
GA
06/05/2014 - 10/19/2021
STEPHENS (ATLANTA GA)
GA
01/22/2009 - 06/13/2014
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
11/08/2000 - 02/10/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
12/05/1977 - 11/20/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 05/10/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1983
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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