Cari LamontagneCRD Number: 3044736
Current Firm: Valic Financial Advisors, Inc.
Cari Lamontagne (CRD# 3044736) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Venice, FL and has over 15 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Valic Financial Advisors, Inc.||Venice, FL||Feb 2016 - Current||1|
|Fidelity Brokerage Services LLC||Merrimack, NH||Oct 2005 - Feb 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV