Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamar? Claim Your ProfileLamar Simpson is a financial advisor who has been in the industry since 2001. He has a strong background in financial planning and portfolio management. Lamar is currently registered with LPL Financial LLC and holds Series 7 and 63 licenses, as well as Series 65. He has a broad range of experience and has worked with various clients, including individuals, businesses, and charitable organizations. Lamar specializes in providing comprehensive financial advice to clients seeking to achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/22/2015 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
11/08/2007 - 10/06/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SACRAMENTO CA)
CA
12/12/2006 - 11/19/2007
INTERSECURITIES, INC. (FOLSOM CA)
CA
09/22/2005 - 03/31/2006
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
NJ
08/17/2001 - 04/28/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
MO
08/18/2000 - 06/27/2001
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
IA
Issued 07/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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