Neil Fontenot
Registered Representative
Neil has 31 years of experience in the investment industry and operates as Helm Financial. After graduating with a degree in finance in 1989, he started his career as a life and health insurance agent with then Jefferson-Pilot Life. In 1991 he obtained his series 6 license which allowed him to enter the investment industry with Jefferson Pilot Investor Services. In 2007, Neil joined ProEquities, Inc, now Concourse Financial Group Securities, Inc., and in April of 2008 obtained his series 7 license. He enjoys working with individuals on retirement accumulation and retirement distribution planning. In addition, he helps his clients save for their children and/or grandchildren's secondary education. Neil believes that in order to reach financial success, you must have a plan in place. Because no two people are alike, no two investment plans should be alike.
Neil is married to Sonjie Fitch Fontenot and they have one son, Kale.
Neil J Fontenot
Helm Financial
2511 Verot School Rd.
Lafayette, LA 70508
337.993.0143
Neil.Fontenot@concoursepro.com
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC.
Helm Financial and LifeSource Financial Partners are independent of CFGS
Neil is licensed to discuss and transact securities business with residents of LA, HI, PA, and TX.