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Laura Catherine Murphy

MONTGOMERY INVESTMENT MANAGEMENT INC·ROCKVILLE, Maryland
SIE, Series 7, Series 14, Series 24, Series 52TO, Series 99TOClean recordMONTGOMERY INVESTMENT MANAGEMENT INC
6229 EXECUTIVE BLVD, ROCKVILLE, MD 20852CRD# 1265676Firm CRD# 105417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laura Catherine Murphy · ROCKVILLE, MD
Registration
CRD #1265676 · MONTGOMERY INVESTMENT MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 52TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417 · SEC 801-30150
AUM
$364M
Regulatory assets under management
Employees
3
118 client accounts
Services offered by MONTGOMERY INVESTMENT MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MONTGOMERY INVESTMENT MANAGEMENT INC →
Introduction

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04

Frequently Asked Questions

What services does Laura Catherine Murphy offer?
Laura Catherine Murphy specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Laura Catherine Murphy's credentials?
Laura Catherine Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Catherine Murphy located?
Laura Catherine Murphy is based in ROCKVILLE, Maryland, working with MONTGOMERY INVESTMENT MANAGEMENT INC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Laura Catherine Murphy charge for services?
Laura Catherine Murphy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTGOMERY INVESTMENT MANAGEMENT INC?
MONTGOMERY INVESTMENT MANAGEMENT INC has approximately 3 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONTGOMERY INVESTMENT MANAGEMENT INC

Franklin Scott Koonce
ROCKVILLE, MD
Martin Foote Oppenheimer
ROCKVILLE, MD
Calvin Scott Koonce
ROCKVILLE, MD

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