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Lisa Jeanne Lamb

Ballentine Partners

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About Lisa Jeanne Lamb

Lisa Jeanne Lamb is a financial advisor with Ballentine Partners, a firm specializing in investment management and financial planning. Lisa has been in the financial industry since 2011. Lisa holds the Series 63, Series 65, Series 7 and SIE licenses. Lisa is a Certified Financial Planner™. Lisa provides financial planning services to individuals and families as well as to pooled investment vehicles, high-net-worth individuals, and charitable organizations.

Firm Information

Lisa Lamb is currently registered with Ballentine Partners. Ballentine Partners is an investment advisor headquartered in Waltham, MA. The firm manages over $10 billion in assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. Services include financial planning, portfolio management, and selection of other advisors.
Ballentine Partners

230 3RD AVENUE

WALTHAM, MA 02451

$10.77B

Assets Under Management

19

Total Clients

68

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project fees

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Lisa Lamb’s Registration & Firm History

MA

01/22/2021 - Present

Ballentine Partners (Waltham MA)

MA

02/02/2015 - 12/15/2020

COMMONWEALTH FINANCIAL NETWORK (NORTH ADAMS MA)

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Licenses & Designations

BC

Issued 03/18/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Jeanne Lamb.
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