Eric William Montgomery
Investment adviser representative at Confluence Financial Partners
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.8BFirm assets
Are you Eric William Montgomery? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Confluence Financial PartnersAug 2024 to now
- Lakeview Area Public LibraryJan 2019 to now
- Jackson Center BoroughJan 2017 to now
- Jackson Center Volunteer Fire CompanyJan 2017 to now
- Cetera Investment Advisers LLCJun 2023 to Aug 2024
- Cashdollar & Associates, LLCSep 2018 to Aug 2024
- Cetera Advisor Networks LLCSep 2018 to Aug 2024
- Hill Barth and KingJan 2018 to Aug 2018
- Mercer County State BankJul 2012 to Jan 2018
- Montgomery's Hardware Inc.Jan 2006 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 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
- 7030367
- Firm CRD
- 311980