Cari LamontagneCRD Number: 3044736
Current Firm: Breiter Capital Management Inc.
Cari Lamontagne (CRD# 3044736) is an Investment Advisor Representative working at Breiter Capital Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.
A New Approach Financial Planning
Fifth Third Securities, Inc.
Prosper Financial Advisers
|Breiter Capital Management, Inc.||Bradenton, FL||Apr 2017 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Naples, FL||Nov 2016 - Apr 2017||< 1|
|Wells Fargo Advisors, LLC||Naples, FL||Sep 2016 - Nov 2016||< 1|
|Valic Financial Advisors, Inc.||Venice, FL||Feb 2016 - Sep 2016||< 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 Management125MILLIONS
Total Number of Accounts136ACCOUNTS
Average Account Value$920,420
- 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
- Pension consulting services
AR, CA, FL, LA, NY, OH, TX, VA
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