Franklin Scott Koonce
Investment adviser representative at Montgomery Investment Management Inc
32 yearsExperience
2 statesRegistered in
$490MFirm assets
39 yearsFirm in business
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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.
- Portfolio management
Experience
32 years in the industry.
- Montgomery Investment Management IncJun 2015 to now
- Koonce Securities, Inc.Jun 1994 to now
- Montgomery Investment MgmtJun 1994 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, MD).
Montgomery Investment Management Inc
$490MAssets managed
108Clients
2Advisers
39 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
- 2510250
- Firm CRD
- 105417