Calvin Scott Koonce
Investment Adviser Representative at MONTGOMERY INVESTMENT MANAGEMENT INC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Calvin Scott Koonce has worked in the securities industry since 1980. They are registered to provide investment advisory services in Florida and Maryland.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.20% |
| Next $1,500,000 | 0.60% |
| Next $3,000,000 | 0.50% |
| Next $15,000,000 | 0.40% |
Firm-stated minimum; may be waived at the firm's discretion.
Montgomery Investment Management Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at MONTGOMERY INVESTMENT MANAGEMENT INC
1 other advisor in the directory
View MONTGOMERY INVESTMENT MANAGEMENT INC firm profileThis profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Calvin Scott Koonce has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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