Kristian LamontCRD Number: 5625421
Current Firm: Securities America Advisors, Inc.
Kristian Lamont (CRD# 5625421) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mason City, IA and has over 8 years of experience in the finance industry. Kristian Lamont has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
1st Global Advisors Inc.
Northwestern Mutual Investment Services,llc
Cambridge Investment Research Advisors, Inc.
|Securities America Inc.||Mason City, IA||Jan 2013 - Current||4|
|Securities America Advisors||Mason City, IA||Jan 2013 - Current||4|
|Edward Jones||St Louis, MO||Dec 2008 - Jan 2013||4|
|Lamont Construction||Clear Lake, IA||Sep 2005 - Dec 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV