Unclaimed
Tina Lamb is a financial advisor with Prime Capital Financial. Tina has been in the financial services industry since 1984. She is registered with the state of Arkansas. Tina has experience providing financial advice to individuals, families, and businesses. Her expertise includes retirement planning, investment management, and qualified retirement plan services. Tina has a broad range of experience with clients, including those who are high net worth individuals, charitable organizations, and individuals other than high net worth. Tina is committed to providing her clients with personalized financial advice and guidance.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
04/01/2019 - Present
Prime Capital Financial (OVERLAND PARK KS)
NC
10/30/1998 - 10/26/1999
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
AR
09/24/1993 - 10/14/1998
LLAMA COMPANY (FAYETTEVILLE AR)
NA
08/21/1984 - 10/10/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 04/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/27/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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