William Montgomery is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-04-29 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 2024-10-25 | 2025-11-26 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-10-22 | 2024-05-22 | — |