Lamar Daniel Breshears
Investment adviser representative at Rpg Family Wealth Advisory, LLC
17 yearsExperience
2 statesRegistered in
$700.7MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Rpg Family Wealth Advisory, LLCSep 2023 to now
- Rpg Family Wealth Advisors d/b/a Harding Financial PartnersSep 2023 to now
- Harding Financial PartnersJun 2009 to now
- The Leaders Group, Inc.Nov 2019 to Sep 2023
- Horter Investment ManagementJan 2018 to Nov 2019
- Alpine Capital Management, IncJan 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Rpg Family Wealth Advisory, LLC
$700.7MAssets managed
600Clients
13Advisers
15 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
- 5375909
- Firm CRD
- 158528