Debbie Lynne Montgomery
Investment adviser representative at Maple Capital Management, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Maple Capital Management, Inc.Aug 2016 to now
- Kovack Advisors, IncOct 2014 to now
- Kovack Securities, IncSep 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (GA, VT).
Maple Capital Management, Inc.
$2.6BAssets managed
1,597Clients
15Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1668162
- Firm CRD
- 130209