Unclaimed
Rhonda Sue Lamb is an investment advisor representative, registered with Hightower Advisors, LLC and Hightower Securities, LLC. Rhonda has been in the financial services industry for 26 years. Rhonda is registered with the state of Georgia, and holds Series 7, Series 24 and Series 66 licenses. Rhonda's past experience includes positions at SunTrust Investment Services, Inc., SunTrust Capital Markets, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
GA
06/25/2013 - Present
Hightower Advisors, LLC (ALPHARETTA GA)
GA
06/30/2005 - 06/10/2013
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
GA
06/03/2003 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
02/28/1997 - 06/04/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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