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William James Lamb

Cavanal Hill Investment Management, Inc.

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About William James Lamb

William Lamb is a registered investment advisor representative with Cavanal Hill Investment Management, Inc. based in Tulsa, Oklahoma. William has been in the securities industry since 2013. William has passed the Series 7 and Series 66 exams. William is currently registered in Indiana, Kentucky, Michigan, Ohio, Oklahoma, Pennsylvania, West Virginia, and Wisconsin. Previously William Lamb was a registered representative with Chartwell TSC Securities Corp., LPL Financial LLC, Fifth Third Securities, Inc., and Edward Jones. William Lamb is also a Vice President with BOK Financial, the parent company of Cavanal Hill Distributors.

Firm Information

William Lamb is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

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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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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William Lamb’s Registration & Firm History

OK

01/04/2022 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

PA

03/07/2017 - 05/19/2021

CHARTWELL TSC SECURITIES CORP. (Pittsburgh PA)

PA

09/21/2015 - 09/20/2016

LPL FINANCIAL LLC (PITTSBURGH PA)

PA

12/11/2014 - 09/28/2015

FIFTH THIRD SECURITIES, INC. (WEXFORD PA)

PA

01/04/2013 - 08/04/2014

EDWARD JONES (ALLISON PARK PA)

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Licenses & Designations

BOTH

Issued 01/18/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William James Lamb.
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