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Kevin L
Series 63, Series 65
Houston, TX
SB Advisory, LLC
Kevin La Mont is a financial advisor at SB Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc., and RB Capital Management, LLC. Outside of advisory work, he serves as a trustee and is involved as a partner in real estate investment ventures. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing over $1 billion primarily on a non-discretionary basis. The firm serves individuals, businesses, and retirement plans, providing portfolio management, financial planning, and access to third-party manager programs while using a mix of fundamental, technical, and qualitative analysis to tailor client portfolios.
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