John Lamontagne
John Lamontagne is a registered investment advisor at Cetera Investment Advisers LLC, based in Worcester, MA, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
38 Austin Street, Worcester, MA, 01609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance agent since 1992, selling various insurance products. He also holds positions at Sterling Bridge Insurance Agency, Small Business Insurance Agency, Inc., Small Business Insurance, and Carroll Enterprises, Inc., dedicating about a quarter of his time to Carroll Enterprises.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
State Registrations16 states
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