Eric William Montgomery is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with CONFLUENCE WEALTH SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CONFLUENCE WEALTH SERVICES, INC. | 2024-08-29 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2023-06-29 | 2024-08-29 | — |
| CETERA WEALTH SERVICES, LLC | 2019-10-29 | 2023-06-29 | — |