Eric Montgomery
Senior Compliance Analyst at LPL Financial | Waxhaw, North Carolina, United States
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Senior Compliance Analyst at LPL Financial in February 2014 to Present
Investment Services at BB&T in October 2011 to February 2014
Broker Resource Consultant at LPL Financial in January 2009 to September 2011
Trader at UVEST Financial Services/LPL Financial in January 2007 to January 2009
Petty Officer Second Class at U.S. Coast Guard in July 1998 to July 2002
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East Carolina University, Master of Business Administration (M.B.A.), October 2026
Boston University, October 2026
Catawba College, Bachelor of Business Administration (BBA), October 2026
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Customer Service
Microsoft Excel
Personal Financial Planning
Risk Management
Insurance
Securities
Strategic Financial Planning
Series 7
Investments
Series 63
Wealth Management
Mutual Funds
Retirement Planning
Investment Advisory
Financial Services
FINRA
Asset Management
Financial Planning
Banking
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Discover more about LPL FinancialWhat is Eric Montgomery Cfp(r) email address?
Email Eric Montgomery Cfp(r) at [email protected] and [email protected]. This email is the most updated Eric Montgomery Cfp(r)'s email found in 2026.
How to contact Eric Montgomery Cfp(r)?
To contact Eric Montgomery Cfp(r) send an email to [email protected] or [email protected]. (updated on September 02, 2024)
What company does Eric Montgomery work for?
Eric Montgomery works for LPL Financial
What is Eric Montgomery's role at LPL Financial?
Eric Montgomery is Senior Compliance Analyst
What is Eric Montgomery's Phone Number?
Eric Montgomery's phone (704) ***-*250
What industry does Eric Montgomery work in?
Eric Montgomery works in the Financial Services industry.
Eric Montgomery Email Addresses
Eric Montgomery Phone Numbers
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