Robert L'amour (CRD# 5732094) is an Investment Advisor Representative working at Guideline, Inc. in Burlingame, CA and has over 14 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guideline, Inc. | Burlingame, CA | Feb 2019 - Current | 5 |
| Guideline Technologies Inc. | San Diego, CA | Jan 2017 - Feb 2019 | 2 |
| Wepay | Redwood City, CA | Jun 2015 - Jan 2017 | 1 |
| Citrine Securities, LLC | Anaheim, CA | Sep 2015 - Jun 2016 | < 1 |
| J.w. Cole Financial, Inc. | Laguna Niguel, CA | May 2013 - Aug 2015 | 2 |
| J. W. Cole Advisors, Inc. | Tampa, FL | May 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- CA
-
Total Assets Under Management11,710MILLIONS
-
Total Number of Accounts644,684ACCOUNTS
-
Average Account Value$18,164
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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