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Financial Planning with Lee Montgomery

Lee Montgomery

Tel: 903-676-1935

Email Lee
Located at:
First State Bank of Athens
130 E. Corsicana St.
Athens, TX 75751

  • Retirement Planning
  • Annuities
  • Mutual Funds
  • Stocks & Bonds
  • College Funding
  • Life Insurance

Investment Centers of America, Inc. (ICA), member FINRA, SIPC, and a Registered Investment Advisor, is not affiliated with First State Bank of Athens or First State Financial Services.  Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are * not insured by the FDIC or any other Federal Government Agency * not a deposit or other obligation of, or guaranteed by any bank or their affiliates * subject to risks including the possible loss of principal amount invested.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

 
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent

 (a) satisfy the qualification requirements of, and are approved to do business by, the state; or

(b) are excluded or exempted from the state's licensure requirements.


2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve

(a) effecting, or attempting to effect, transactions in securities; or

(b) rendering personalized investment advice for compensation. 

3. Representatives are registered to offer securities in the following states:

TX, AR

Dear Lee Montgomery,

Sincerely,