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LS

Lamont Schumpert

SCHUMPERT INVESTMENTS
Kennesaw, GA
Some features on this profile are disabled
CRD#: 6785711
LS

Professional summary

Lamont Schumpert is a registered financial advisor currently at SCHUMPERT INVESTMENTS, LLC located in Kennesaw, Georgia.

Lamont is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lamont has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
2017 to Present | Licensed Insurance Agent | Not Investment Related | 15 to 20 hours per week | 2 to 4 hours during trading hours | Independent insurance product recommendations and sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lamont Schumpert's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 26, 2020 - Present

SCHUMPERT INVESTMENTS, LLC

RIA
CRD#: 307863
Kennesaw, GA
Past

July 20, 2017 - February 6, 2020

EDWARD JONES

RIA
CRD#: 250
Kennesaw, GA
Past

June 16, 2017 - February 6, 2020

EDWARD JONES

BD
CRD#: 250
Kennesaw, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(2/26/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/5/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/16/2017
General Securities Representative Examination

Current Firm

SI
SCHUMPERT INVESTMENTS, LLC
SCHUMPERT INVESTMENTS, LLC

CRD#: 307863 / SEC#:

Georgia
Registered Investment Advisory firm - (2/26/2020 Approved)
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Contact information

Main Address
Kennesaw, GA
Mailing Address
Phone number
(678) 447-5387
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts139
AUM (Assets Under Management)$ 7,389,799

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHUMPERT INVESTMENTS, LLC

CRD#: 307863Kennesaw, GA

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