David Fontenot (CRD# 1971866) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lafayette, LA and has over 7 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 4170771
Advantage Wealth Management, LLC
CRD# 1999696
Newedge Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Lafayette, LA | Mar 2017 - Current | 7 |
| Massachusetts Mutual Life Insurance Company | Lafayette, LA | Jul 2016 - Current | 7 |
| Metlife Securities Inc. | Lafayette, LA | Jan 1989 - Mar 2017 | 28 |
| Metropolitan Life Insurance Company | Lafayette, LA | Jan 1989 - Jul 2016 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- LA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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