Kimberly M. Montgomery
Genspring Family Offices, Llc
Financial Planner in Winter Park, FL
Address:1250 Via Capri
Winter Park, FL 32789
About Kimberly M. Montgomery
Kimberly Montgomery is a financial professional at Genspring Family Offices, Llc located in Winter Park, Florida. Kimberly Montgomery holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kimberly Montgomery provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kimberly Montgomery1250 Via Capri
Winter Park, FL 32789
Phone Number:
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Website:
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