Robert LamacchiaCRD Number: 6208338
Current Firm: Clarus Wealth Advisors, LLC
Robert Lamacchia (CRD# 6208338) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wfg Investments Inc.||Peoria, AZ||Jul 2016 - Current||< 1|
|Clarus Wealth Advisors, LLC||Peoria, AZ||Jul 2016 - Current||< 1|
|Cetera Advisors||Denver, CO||Oct 2015 - May 2016||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Aug 2013 - Oct 2015||2|
|Penn Mutual Life Ins Co||Horsham, PA||Jun 2013 - Oct 2015||2|
|Herca Solar||Oceanside, CA||Feb 2013 - Apr 2013||< 1|
|Lamacchia Properties||Kenosha, WI||Jun 2006 - Apr 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management75MILLIONS
Total Number of Accounts351ACCOUNTS
Average Account Value$212,384
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, MI
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