Robert Lamm
CRD Number: 6160636Current Firm: Prudential Financial Planning Services
Compensation Model: Both
Robert Lamm (CRD# 6160636) is an Investment Advisor Representative working at Prudential Financial Planning Services in Clarkston, MI and has over 15 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Auburn Hills, MI | Mar 2023 - Current | 1 |
| The Prudential Insurance Company Of America | Auburn Hills, MI | Mar 2023 - Current | 1 |
| Pruco Securities, LLC | Auburn Hills, MI | May 2020 - Current | 3 |
| The Prudential Insurance Company Of America | Auburn Hills, MI | May 2020 - Current | 3 |
| Unemployed | Clarkston, MI | Jan 2020 - May 2020 | < 1 |
| Elevated Performance Investment Group, LLC | Grand Blanc, MI | Apr 2016 - Jan 2020 | 3 |
| Rick Barnett Financial Group | Grand Blanc, MI | Dec 2015 - Jan 2020 | 4 |
| Crown Capital Securities, LP | Orange, CA | Mar 2015 - Dec 2015 | < 1 |
| Arcadia Financial Group | Warren, MI | Dec 2014 - Dec 2015 | 1 |
| Independence Capital Corp | Cleveland, OH | Feb 2013 - Jan 2015 | 1 |
| Financial Services Of America | Warren, MI | Jan 2005 - Dec 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
| S63 | Uniform Securities State Law Examination | Jan 2020 |
- MI
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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