LB
LB

Lamar Daniel Breshears

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
565 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$590.3M

Fee Structure

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Location

25 Burlington Mall Road, Suite 404, Burlington, MA, 01803

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Lamar is a Vice President at Harding Financial Partners, providing financial advising and insurance services, which takes up a full-time commitment. He also has partnerships in 925 Syndicate and Lucrum Industries, and is the President of LDB Equipment, dedicating minimal time to each.

Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
The Leaders Group, INC.Broker
December 2019 - May 2023 · 3 yrs 5 mos
Tlg Advisors, INC.
November 2019 - September 2023 · 3 yrs 10 mos
Horter Investment Management, LLC
January 2018 - November 2019 · 1 yr 10 mos
Alpine Capital Management, LLC
February 2014 - January 2018 · 3 yrs 11 mos
MML Investors Services, LLC
October 2012 - December 2013 · 1 yr 2 mos
MML Investors Services, LLCBroker
September 2012 - December 2013 · 1 yr 3 mos
Oneamerica Securities, INC.
July 2009 - July 2012 · 3 yrs
Oneamerica Securities, INC.Broker
July 2009 - July 2012 · 3 yrs
Securian Financial Services, INC.
October 2007 - July 2009 · 1 yr 9 mos
Securian Financial Services, INC.Broker
August 2007 - July 2009 · 1 yr 11 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.