Robert Edward Lampe
Investment adviser representative at Rightwealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$229.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsDec 2022 to now
- Rightwealth Advisors, LLCJul 2019 to now
- Cantella & Co., Inc.Jul 2019 to Dec 2022
- Raymond James & Associates, Inc.Feb 2013 to Jul 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rightwealth Advisors, LLC
$229.3MAssets managed
249Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2397314
- Firm CRD
- 300656