Invested Better
Unclaimed

Unclaimed

Unclaimed

Tina Maria Lamb

Prime Capital Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tina? Claim Your Profile

About Tina Maria Lamb

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.

Firm Information

Tina Lamb is currently registered with Prime Capital Financial. Prime Capital Financial is an investment advisor headquartered in Overland Park, KS. They provide financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They also offer qualified retirement plan services, consulting services, co-advisory, and selection of sub-advisors. Prime Capital Financial manages over $24 billion in assets for over 30,000 clients.
Prime Capital Financial

6201 COLLEGE BLVD.

OVERLAND PARK, KS 66211

$24.36B

Assets Under Management

1,968

Total Clients

201

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors

Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Seminar fees, promoter fees, subscription fee financial plans

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tina Lamb’s Registration & Firm History

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

Not sure if Tina Maria Lamb is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tina Maria Lamb.
Not sure if Tina Maria Lamb is right for you?