Benjamin Charles Lamar
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2026 to now
- Trafera LLC.Feb 2021 to Jun 2026
- Shane Co.Oct 2019 to Feb 2021
- UnemployedSep 2019 to Oct 2019
- Colorado Christian UniversityJun 2019 to Sep 2019
- Pizza RanchNov 2018 to Sep 2019
- Quail Creek Golf ClubJun 2018 to Aug 2018
- Bread Garden MarketAug 2017 to Dec 2017
- University of IowaAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8311863
- Firm CRD
- 6413