Registered representatives in Montana
177,738 registered representatives held a Montana registration on record as of September 24, 2026; 1,230 of them have a Montana business address. On Accupoint each is one record across Broker Dealer, advisory and insurance data.
From national registration data as of September 24, 2026. Each rep is counted once.
106,764 Montana reps also hold an insurance license or an advisory registration.
A registration lookup answers one question about one person. On Accupoint, a Montana rep's record also carries their registrations in every other state, their exams and the Broker Dealers they have worked for, and for those who are also insurance agents or investment adviser representatives (IARs), their licenses, carrier appointments and advisory registrations.
Exams held on record
Reps registered in Montana. The SIE is left out: nearly every rep holds it.
Broker Dealers with the most reps in Montana
Among reps registered in Montana with a business address there, by current Broker Dealer.
Top cities
Reps registered in Montana with a business address in each city.
Years since first registered
Reps registered in Montana, by years since they first registered with a Broker Dealer.
Every state, every channel, one record.
A registration lookup shows one person at a time. Accupoint shows the whole professional: every state they are registered in, the exams on their record, the Broker Dealers they have worked for, and any insurance licenses and advisory registrations, on one record you can search, export and act on.
Registered representatives, counted once
Across 52 jurisdictions. 460,656 are registered in more than one state, 24.6 states each on average.
Reps who are also agents or advisers
Registered representatives who also hold an insurance license or an advisory registration, on the same record.
Registrations, exams and employment
Registrations by state, the exams on record and the Broker Dealers they have worked for, for everyone in the channel, plus license and carrier appointment history for those who are also insurance agents.
Search, CRM, Claude and ChatGPT
Search and export by registration, exam, Broker Dealer and geography, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Montana registered representatives, answered.
How many registered representatives are registered in Montana?
177,738 registered representatives held a Montana registration on record as of September 24, 2026. 1,230 of them have a Montana business address, and 176,508 are registered there with a business address elsewhere or none on record.
How many reps registered in Montana entered the industry in the last 12 months?
11,667 reps registered in Montana first registered with a Broker Dealer in the 12 months to September 24, 2026; 44 of them have a Montana business address.
Which exams do reps registered in Montana hold?
The most common exams on record are Series 7, General Securities Representative (162,309 reps); Series 63, Uniform Securities Agent State Law (128,203 reps); and Series 66, Uniform Combined State Law (77,422 reps). The SIE is left out: nearly every rep holds it.
How many Montana reps are also agents or advisers?
59,408 reps registered in Montana also hold an insurance license and 100,712 are also investment adviser representatives; 53,356 are all three. In Montana itself, 12,289 are also licensed as agents and 2,435 are also registered as investment adviser representatives. On Accupoint they are one record each.
What does registered in a state mean?
A rep registers in each state where they serve clients, so reps who serve clients across state lines often hold many state registrations. Across the country, 460,656 reps are registered in more than one state.
Can I send these reps to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered in Montana means a Montana registration on record in national registration data as of September 24, 2026. Business address is the work address on the person's record (for someone also licensed as an agent, their insurance business address). Years and new entrants count from the date a rep first registered with a Broker Dealer. Exams are those on the record, wherever taken. Each rep is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
Search Montana reps on Accupoint.
Every Montana rep with their registrations, exams and history, or talk with our team about the audience you need.