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Noel Michael Lamontagne is an Investment Advisor Representative at Verdence Capital Advisors, LLC and is registered in California, Florida, and Maryland. Noel has been an advisor since February 2019 and holds a Series 65 license. Noel also has an outside business as an agent for Compass Sports Advisors, LLC, an NFL player contract and marketing contract negotiation firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
06/17/2019 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
IA
Issued 06/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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