The Change Advisory Group, LLC
The Change Advisory Group, LLC (CRD# 155409) is a financial advisory firm headquartered in , . They manage $26,091,009 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$931,822
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Lamont Change (CRD# 5343056) is an Investment Advisor Representative working at The Change Advisory Group, LLC in Chicago, IL and has over 9 years of experience in the finance industry. Lamont Change 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.