Lamar Breshears has been an investment adviser representative at RPG Family Wealth Advisory since September 2023, and is not listed among the firm’s executive officers or direct owners.
RPG Family Wealth Advisory, LLC is a Burlington, MA firm with $701M under management, 600 clients and 9 advisers across 5 offices, as of its April 2026 filing.
Lamar Breshears’ longest registration was 3 years at Alpine Capital Management, LLC (2014–2018). Before joining RPG Family Wealth Advisory in 2023, Lamar Breshears was registered through TLG Advisors, Inc. and Horter Investment Management, LLC.
- – present · 3 yearsSalt Lake City, UT · Adviser representative · Firm CRD 158528
- TLG Advisors, Inc.– · 3 yearsSalt Lake City, UT · Adviser representative · Firm CRD 111052
- Horter Investment Management, LLC– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 119880
- Alpine Capital Management, LLC– · 3 yearsSalt Lake City, UT · Adviser representative · Firm CRD 132979
- MML Investors Services, LLC– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 10409
- Oneamerica Securities, Inc.– · 3 yearsSalt Lake City, UT · Adviser representative · Firm CRD 4173
- Securian Financial Services, Inc.– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Lamar Breshears is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2023.
- TexasResidentSince 18 September 2023
- UtahSince 18 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 4 December 2019 |
| SIE | Securities Industry Essentials Examination | 4 December 2019 |
| Series 66 | Uniform Combined State Law Examination | 14 September 2007 |
| Series 7 | General Securities Representative Examination | 8 August 2007 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lamar Daniel Breshears
- CRD
- 5375909
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Office
- 4525 S Wasatch Blvd, STE 125, Salt Lake City, UT 84124
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Lamar Breshears work?
Lamar Breshears is an investment adviser representative registered through RPG Family Wealth Advisory, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Lamar Breshears a financial advisor?
Yes. Lamar Breshears has a current investment-adviser registration in Texas and Utah, through RPG Family Wealth Advisory since September 2023.
How many years of experience does Lamar Breshears have?
Lamar Breshears has 18 years in the financial industry, since December 2007, across 7 adviser firms.
What exams has Lamar Breshears passed?
Lamar Breshears has passed 4 licensing exams: the Series 7, Series 66, Series 6TO and SIE. The earliest, the Series 7, was passed in August 2007.
Where did Lamar Breshears work before RPG Family Wealth Advisory?
Before RPG Family Wealth Advisory, Lamar Breshears was registered through Horter Investment Management, LLC, January 2018 to November 2019; Alpine Capital Management, LLC, February 2014 to January 2018; MML Investors Services, LLC, October 2012 to December 2013; Oneamerica Securities, Inc., July 2009 to July 2012; Securian Financial Services, Inc., October 2007 to July 2009.
Where is Lamar Breshears based?
Lamar Breshears’ registered office is in Salt Lake City, UT.
Is Lamar Breshears registered with FINRA?
No. Lamar Breshears has no current broker registration.
How can I verify Lamar Breshears’ record?
Search CRD 5375909 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lamar Breshears’ full registration record.
