WM
Wilkins H. Montgomery
CORNERSTONE PROFESSIONAL ADVISOR SERVICES
JACKSON, MS 39202
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CRD#: 1236243
WM
Professional summary
Wilkins Henry Montgomery III is a registered financial advisor currently at CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC located in Jackson, Mississippi.
Wilkins is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Wilkins has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MY THREE GIRLS, LP
129 COUNTRYWOOD CR, CLINTON, MS 39056
IS NOT INVESTMENT-RELATED
REAL ESTATE LIMITED PARTNERSHIP
POSITION: GENERAL PARTNER
DUTIES: MANAGEMENT
PERCENTAGE OF TIME SPENT: < 5%
ANDERSON ROAD PROPERTIES
860 EAST RIVER PLACE, #200, JACKSON, MS 39202
IS NOT INVESTMENT-RELATED
NATURE OF BUSINESS: REAL ESTATE
POSITION: SECR/TREASURER
DUTIES: MANAGEMENT
PERCENTAGE OF TIME SPENT: < 5%
CERTIAN DATA CORP.
860 EAST RIVER PLACE, #200, JACKSON, MS 39202
IS NOT INVESTMENT-RELATED
NATURE OF BUSINESS: COMPUTER PROCESSING
POSITION: VICE PRESIDENT
DUTIES: MANAGEMENT
PERCENTAGE OF TIME SPENT: 10%
CRS (Client Relationship Summary) - RIA
Click below to view Wilkins Henry Montgomery III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 20, 2003 - Present
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
Office #1: 860 East River Place Suite 200, Jackson, MS 39202RIA
CRD#: 115122
JACKSON, MS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CRD#: 115122 / SEC#: 801-61925
RIA
Registered Investment Advisory firm - (7/26/2002 Approved)California
Registered Investment Advisory firm - (11/15/2002 Terminated)Illinois
Registered Investment Advisory firm - (11/15/2002 Terminated)New York
Registered Investment Advisory firm - (9/5/2002 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Mississippi(5/20/2003)
Current Firm
CP
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CRD#: 115122 / SEC#: 801-61925
RIA
Registered Investment Advisory firm - (7/26/2002 Approved)California
Registered Investment Advisory firm - (11/15/2002 Terminated)Illinois
Registered Investment Advisory firm - (11/15/2002 Terminated)New York
Registered Investment Advisory firm - (9/5/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9 Endo Blvd., Garden City, NY 11530
Mailing Address
Phone number
(516) 408-1160
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 452 |
| AUM (Assets Under Management) | $ 88,740,867 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CRD#: 115122Jackson, MS 39202TRUST BUT VERIFY
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