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Jr Larry Montague

BURKETT FINANCIAL SERVICES, LLC·ROCK HILL, South Carolina
Unclaimed Profile
128 EAST MAIN STREET, ROCK HILL, SC 29730CRD# 5259740Firm CRD# 140168
01

About

Jr Larry Montague is a registered financial advisor based in ROCK HILL, South Carolina, affiliated with BURKETT FINANCIAL SERVICES, LLC. 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
03

Firm Overview

Firm
BURKETT FINANCIAL SERVICES, LLC
BURKETT FINANCIAL SERVICES, LLC
AUM
$437M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BURKETT FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5259740
Firm CRD# 140168
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jr Larry Montague offer?
Jr Larry Montague specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCK HILL, South Carolina for a consultation.
What are Jr Larry Montague's credentials?
Jr Larry Montague is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr Larry Montague located?
Jr Larry Montague is based in ROCK HILL, South Carolina, working with BURKETT FINANCIAL SERVICES, LLC. Their office serves clients in the ROCK HILL metropolitan area and surrounding communities.
How does Jr Larry Montague charge for services?
Jr Larry Montague's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURKETT FINANCIAL SERVICES, LLC?
BURKETT FINANCIAL SERVICES, LLC has approximately 6 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROCK HILL
Ronald Hubert Burkett — BURKETT FINANCIAL SERVICES, LLCPhillip Kevin Smiley — BURKETT FINANCIAL SERVICES, LLCMax Lee Cummings — BURKETT FINANCIAL SERVICES, LLCHarvey Charlie Heise — BURKETT FINANCIAL SERVICES, LLCDonald Herbert Burkett — BURKETT FINANCIAL SERVICES, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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