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Paul Joseph Lamont

Lamont Trading Advisors, Inc.

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About Paul Joseph Lamont

Paul Lamont is an investment advisor representative with Lamont Trading Advisors, Inc. Paul has been in the industry since July 2005 and has been registered with the state of Alabama since May 2006. Paul is also registered with the state of Texas as a resident investment advisor representative. Paul has a Series 65 license and specializes in financial consulting and portfolio management for individuals.

Firm Information

Paul Lamont is currently registered with Lamont Trading Advisors, Inc.. Lamont Trading Advisors, Inc. is an investment advisor with 1 licensed investment advisor representative. They manage approximately $2.91 million in assets for 21 clients, primarily individuals, with a focus on financial consulting and portfolio management.

$2.91M

Assets Under Management

14

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Lamont’s Registration & Firm History

AL

07/21/2008 - Present

Lamont Trading Advisors, Inc. (HUNTSVILLE AL)

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Licenses & Designations

IA

Issued 04/26/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Joseph Lamont.
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