Adam
Lampe
Osaic Wealth, Inc
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About this Advisor
Adam Lampe is a financial advisor based in Houston, Texas, working with Osaic Wealth, Inc. Adam has previously held positions at Lampe Wealth Management, Proequities, Inc, (Dba) Mint Wealth Management, and Royal Alliance Associates, Inc. Adam has passed the Series 66 regulatory exam and is registered to provide services in Georgia, Montana, and Texas. Currently, Adam is part of Osaic Wealth, Inc, which operates out of Houston, Texas. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Lampe Work History
Royal Alliance Associates, Inc
(Dba) Mint Wealth Management
Proequities, Inc
Proequities, Inc
Lampe Wealth Management
Disclosures
Please visit the SEC profile of Adam Lampe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Wealth, Inc
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