Richard LammCRD Number: 6276629
Current Firm: Regal Investment Advisors LLC
Richard Lamm (CRD# 6276629) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Rockford, IL and has over 5 years of experience in the finance industry.
Focus Financial Advisors
Savant Wealth Management
Harbour Investments, Inc.
|Regal Investment Advisors, LLC||Kentwood, MI||Jan 2020 - Current||2|
|Lucas Group Financial Advisors, Inc.||Freeport, IL||Jan 2019 - Current||3|
|Lucas Group Cpas + Advisors, LLC||Freeport, IL||Jan 2019 - Current||3|
|Btl Capital Management, Inc.||Freeport, IL||Nov 2013 - Jan 2019||5|
|Beggin Tipp Lamm LLC||Freeport, IL||Oct 2010 - Jan 2019||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management1,937MILLIONS
Total Number of Accounts9,852ACCOUNTS
Average Account Value$196,573
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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