Lamar D. Breshears

RPG FAMILY WEALTH ADVISORY

Salt Lake City, UT 84124

CRD#: 5375909

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Professional summary

Lamar Daniel Breshears is a registered financial advisor currently at RPG FAMILY WEALTH ADVISORY, LLC located in Salt Lake City, Utah.

Lamar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Lamar has worked at 8 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lamar Daniel Breshears's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 18, 2023 - Present

RPG FAMILY WEALTH ADVISORY, LLC

Office #1: 4525 S Wasatch Blvd Ste 125, Salt Lake City, UT 84124

RIA

CRD#: 158528

Salt Lake City, UT

Past

December 4, 2019 - May 24, 2023

CRD#: 10409

SALT LAKE CITY, UT

Past

July 15, 2009 - July 25, 2012

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

SALT LAKE CITY, UT

Past

July 10, 2009 - July 25, 2012

ONEAMERICA SECURITIES, INC.

CRD#: 4173

SALT LAKE CITY, UT

Past

October 12, 2007 - July 6, 2009

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

SALT LAKE CITY, UT

Past

August 9, 2007 - July 6, 2009

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RPG FAMILY WEALTH ADVISORY, LLC

CRD#: 158528 / SEC#: 801-72631

RIA

Registered Investment Advisory firm - (8/3/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/18/2023)

IAR

Utah
(9/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/14/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/4/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/4/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2007

General Securities Representative Examination

Current Firm

RPG FAMILY WEALTH ADVISORY, LLC

CRD#: 158528 / SEC#: 801-72631

RIA

Registered Investment Advisory firm - (8/3/2011 Approved)

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Contact information

Main Address

25 Burlington Mall Road Suite 404, Burlington, MA 01803

Mailing Address

Phone number

(888) 285-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RPG FAMILY WEALTH ADVISORY (FWA) - DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/6/2025)

Regulatory assets under management

Total Number of Accounts	1,960
AUM (Assets Under Management)	$ 590,320,074

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lamar D. Breshears

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lamar Daniel Breshears's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

TLG ADVISORS, INC.

HORTER INVESTMENT MANAGEMENT, LLC

ALPINE CAPITAL MANAGEMENT, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

RPG FAMILY WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2007

Series 6TO

Date: 12/4/2019

SIE

Date: 12/4/2019

Series 7

Date: 8/8/2007

Current Firm

RPG FAMILY WEALTH ADVISORY, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RPG FAMILY WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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