Zachary B. Montgomery
Professional summary
Zachary Brice Montgomery, who also goes by Zachary Montgomery, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Martinez, Georgia and BANKERS LIFE SECURITIES, INC. located in Augusta, Georgia.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Zachary has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Brice Montgomery's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 4210 Columbia Road Suite 14a, Martinez, GA 30907December 19, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 4210 Columbia Road Suite 14a, Augusta, GA 30907Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/20/2023)
(8/30/2023)
(1/20/2023)
Exams
Series 7TO
Date: 7/6/2024
General Securities Representative ExaminationSeries 6TO
Date: 12/19/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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