Robert Lamacchia, financial advisor Peoria AZ
89 score

Robert Lamacchia

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Robert E. Lamacchia
Phone Number: 623-583-6840
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $212,384
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, MI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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