LB
Lamar D. Breshears
RPG FAMILY WEALTH ADVISORY
Salt Lake City, UT 84124
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CRD#: 5375909
LB
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.
1.) HARDING FINANCIAL PARTNERS - 6/1/2009 - 4525 S Wasatch Blvd, #210, Salt Lake City, UT 84124 - Vice President, Financial advising to clients and agents, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) DBA. Harding Financial Partners, At Reported Business Location, Registered Investment Advisor, DBA, IAR, 09/15/2023. 3.) 925 Syndicate; 2025-03-01; 4642 S FORTUNA WAY MILLCREEK UT 84124; Partner; Create power points and act as a customer point of contact if there are questions; Not Investment Related; Execute sales-leaseback of credit union real estate to generate depreciation tax deductions for clients; 10 hrs/month (Outside trading hours). 4.) Lucrum Industries; 2025-03-01; 4642 S FORTUNA WAY MILLCREEK UT 84124; Partner; Onboarding of new agents; Not Investment Related; Sell CRM tech packages to help financial advisors maintain contact with clients; 16 hrs/month (Outside trading hours). 5) LDB Equipment ; 2023-01-01; 4642 S FORTUNA WAY MILLCREEK UT 84124; President; Run all aspects of the company; Not Investment Related; purchase heavy construction equipment and rent it out to construction companies; 4 hrs/month (Outside trading hours). 5)Mortgage Free Life; Location of the business: 510 W. Pearce Blvd., Suite 1 Wentzville MO 63385 USA; Description of the business: Mortgage Free Life serves in a supporting capacity for financial underwriting and insurance underwriting processes. A third party banking institution is exclusively responsible for all financial underwriting activities, while a third party insurance company exclusively handles all aspects of insurance underwriting. Position Title: Board Member. Responsibilities Duties: Mr. Breshears attends board meetings, trains agents on life insurance illustrations, and answers situational questions about sales. Start date with business: 01/01/2025 Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: ,1% 6) Irvine Capital Legacy Group LLC; Owner; Investment Related; 8 The Green Ste A Dover DE 19901; Description: We buy, leaseback, seller renovates, then repurchases at 110% after 36 months; Responsibilities: Recruit both buyers and sellers for the real estate transaction ; Start date: 2025-07-18; 10 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 20 Percent of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Lamar Daniel Breshears's 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®
NoneExperience
Current
September 18, 2023 - Present
RPG FAMILY WEALTH ADVISORY, LLC
Office #1: 4525 S Wasatch Blvd 110, Salt Lake City, UT 84124RIA
CRD#: 158528
Salt Lake City, UT
Past
December 4, 2019 - May 24, 2023
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
November 18, 2019 - September 22, 2023
TLG ADVISORS, INC.
RIA
CRD#: 111052
Salt Lake City, UT
Past
January 29, 2018 - November 18, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Salt Lake City, UT
Past
February 21, 2014 - January 19, 2018
ALPINE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 132979
SALT LAKE CITY, UT
Past
October 30, 2012 - December 11, 2013
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
SALT LAKE CITY, UT
Past
September 10, 2012 - December 11, 2013
MML INVESTORS SERVICES, LLC
BD
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.
BD
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.
BD
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".
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL
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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/4/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL
CRD#: 158528 / SEC#: 801-72631
RIA
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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
21
SEC notice filing (20 States and Territories)
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.
