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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Lamb is an investment advisor representative at Mariner Wealth Advisors. Guy Lamb is a highly experienced investment advisor with over 25 years of experience in the industry. Guy Lamb specializes in providing financial planning, portfolio management, and family office services. Guy Lamb has a strong background in helping high-net-worth individuals and families achieve their financial goals. Guy Lamb is also a board member for several non-profit organizations. Guy Lamb holds Series 6, 7, 24, 63, and 65 licenses.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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CA
01/30/2024 - Present
Mariner Wealth (Fresno CA)
CA
03/24/2017 - 11/09/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
05/02/2001 - 12/17/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/21/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
06/23/1999 - 09/22/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/26/1994 - 11/11/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
02/23/1994 - 10/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
SC
10/23/1991 - 03/09/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
01/30/1991 - 10/23/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
03/22/1989 - 07/15/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/20/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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