Neil Fontenot

Registered Representative

Neil has 25 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. 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

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 and TX.

Phone 337.993.0143