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Allen Ray Montgomery

CAPSTONE WEALTH MANAGEMENT CORP.·LAKELAND, Florida
CAPSTONE WEALTH MANAGEMENT CORP.
5120 S. LAKELAND DRIVE, LAKELAND, FL 33813CRD# 1101356Firm CRD# 165359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allen Ray Montgomery · LAKELAND, FL
Registration
CRD #1101356 · CAPSTONE WEALTH MANAGEMENT CORP.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Allen Ray Montgomery is a registered financial advisor based in LAKELAND, Florida, affiliated with CAPSTONE WEALTH MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT CORP.
CAPSTONE WEALTH MANAGEMENT CORP.
AUM
$91M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAPSTONE WEALTH MANAGEMENT CORP. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1101356
Firm CRD# 165359
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allen Ray Montgomery offer?
Allen Ray Montgomery specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.
What are Allen Ray Montgomery's credentials?
Allen Ray Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Ray Montgomery located?
Allen Ray Montgomery is based in LAKELAND, Florida, working with CAPSTONE WEALTH MANAGEMENT CORP.. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Allen Ray Montgomery charge for services?
Allen Ray Montgomery's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE WEALTH MANAGEMENT CORP.?
CAPSTONE WEALTH MANAGEMENT CORP. has approximately 5 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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