Lamont Change
Professional summary
Lamont Change, CFP® is a registered financial advisor currently at THE CHANGE ADVISORY GROUP, LLC located in Chicago, Illinois.
Lamont is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Lamont has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lamont Change's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
January 5, 2011 - Present
THE CHANGE ADVISORY GROUP, LLC
October 23, 2009 - July 7, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - July 7, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 24, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 24, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 16, 2008 - October 24, 2008
LASALLE FINANCIAL SERVICES, INC.
June 6, 2007 - October 24, 2008
LASALLE FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2011)
(8/6/2018)
Exams
Current Firm
THE CHANGE ADVISORY GROUP, LLC
CRD#: 155409 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 61 |
| AUM (Assets Under Management) | $ 74,834,053 |
Red Flags
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