Profil
Mr. Scott Montgomery is Vice President-New Business Development at National Planning Corp.
and Vice President at NPC of America.
Prior to joining NPC in 2011, Mr. Montgomery served as vice president of Business Development for LPL Financial, where he successfully developed his territory into the top region with the firm.
Before LPL, he held regional vice president positions with a variety of companies, and also spent time as a Financial Advisor with A.G.
Edwards.
He holds FINRA Series 7 and 63 registrations.
Mr. Montgomery received his undergraduate degree from San Diego State University.
Anciens postes connus de Scott Montgomery
| Sociétés | Poste | Fin |
|---|---|---|
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Corporate Officer/Principal | 31/05/2000 |
Related Capital Co.
 Related Capital Co. Finance/Rental/LeasingFinance Related Capital Co. provides provides real estate financial service to developers and owners of multifamily properties. It is located in New York, NY | Corporate Officer/Principal | 31/10/1993 |
National Planning Corp. (Broker)
 National Planning Corp. (Broker) Investment Banks/BrokersFinance Founded in 1998, NPC of America is a registered broker/dealer headquartered in Santa Monica, California. The firm is a division of National Planning Corp. and Jackson National Life Insurance Co., an indirect subsidiary of London-based Prudential Plc. (NYSE: PUK). NPC of America is a member of FINRA and the SIPC. The firm clears their trades through Pershing LLC. | Corporate Officer/Principal | - |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | - |
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Formation de Scott Montgomery
| San Diego State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
National Planning Corp.
 National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Related Capital Co.
Related Capital Co. Finance/Rental/LeasingFinance Related Capital Co. provides provides real estate financial service to developers and owners of multifamily properties. It is located in New York, NY | Finance |
National Planning Corp. (Broker)
National Planning Corp. (Broker) Investment Banks/BrokersFinance Founded in 1998, NPC of America is a registered broker/dealer headquartered in Santa Monica, California. The firm is a division of National Planning Corp. and Jackson National Life Insurance Co., an indirect subsidiary of London-based Prudential Plc. (NYSE: PUK). NPC of America is a member of FINRA and the SIPC. The firm clears their trades through Pershing LLC. | Finance |
