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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Thomas Lamb is a financial advisor with Beacon Pointe Advisors, LLC. Sean has been in the financial industry for over 20 years and has a strong track record of success. He is a Certified Financial Planner™ and has passed the Series 7, 63 and 65 exams. Sean has a strong understanding of the financial markets and can help individuals and families achieve their financial goals. Sean has worked with a variety of clients, including individuals, families, corporations, and charitable organizations. Sean is committed to providing his clients with personalized financial advice and services.
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.
Strategic management for diversified investment portfolios.
Consulting 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
12/21/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
FL
07/24/2009 - 03/28/2014
CHARLES SCHWAB & CO., INC. (BOCA RATON FL)
FL
02/18/2003 - 07/23/2009
AXA ADVISORS, LLC (BOCA RATON FL)
NY
07/11/2001 - 08/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
11/09/2000 - 07/11/2001
SCOTTRADE, INC. (ST. LOUIS MO)
IA
Issued 08/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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