Gary  Montgomery,  CFP<sup>&reg;</sup> - Financial Advisor

Gary Montgomery, CFP®

Wealth Security LLC

100 Congress Ave, Suite 2000
Austin, TX 78701
(877) 256-1681
(512) 284-1604

General

Gary Montgomery is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Security LLC in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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