SARAH CAROLINE MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-03-27 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2023-01-08 | 2024-03-27 | — |