Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Lee Lamb is a financial advisor with Forvis Mazars Wealth Advisors, LLC. Bobby has over 20 years of experience in the financial services industry. Bobby holds the Series 7, Series 63, Series 65, and Series 24 licenses. Bobby is a Certified Financial Planner™ professional. Bobby specializes in providing financial advice to individuals, corporations, and charitable organizations. Bobby is registered to provide investment advisory services in Arkansas, California, Oklahoma, Tennessee, and Texas.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
01/03/2024 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
TX
09/08/2004 - 04/20/2016
CAPSTONE ASSET PLANNING COMPANY (HOUSTON TX)
NE
03/14/2002 - 06/19/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
02/04/1999 - 03/20/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
MN
05/28/1998 - 02/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/28/1998 - 02/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Bobby Lamb is the right advisor for you? Invested Better is here to help.
