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Lori Nelms Montgomery

Chief Compliance OfficerHighland Capital Management, LLCCRD 5573978

About Lori Nelms Montgomery

Lori Nelms Montgomery is listed as Chief Compliance Officer at Highland Capital Management, LLC in Memphis, TN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Highland Capital Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lori Nelms Montgomery work?

Lori Nelms Montgomery is listed as Chief Compliance Officer at Highland Capital Management, LLC on SEC Form ADV.

How much of Highland Capital Management, LLC does Lori Nelms Montgomery own?

Form ADV reports a beneficial ownership band of Under 5%.

Highland Capital Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
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