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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter Lamb is a financial advisor with over four years of experience in the financial services industry. Dexter is registered with the state of Missouri as an Investment Advisor Representative and is also registered with FINRA. Dexter has passed the Series 66, Series 7TO, and SIE exams. Dexter specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Dexter is currently employed by Allworth Financial, LP. Prior to joining Allworth, Dexter worked as a financial advisor at LPL Financial, LLC and Morgan Stanley. Dexter has a strong background in the financial services industry and is committed to providing his clients with the highest quality service.
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.
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.
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2
MO
12/21/2021 - Present
Allworth Financial, LP (St. Louis MO)
MO
09/02/2020 - 12/22/2021
LPL FINANCIAL LLC (ST. LOUIS MO)
MO
08/14/2019 - 09/04/2020
MORGAN STANLEY (CLAYTON MO)
BOTH
Issued 09/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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