Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stephens Lamb is a financial advisor with over 20 years of experience in the industry. William has a strong track record of success in providing financial planning and portfolio management services to individuals, corporations, and institutions. William holds a Series 63, Series 65, and Series 7 licenses, as well as the Securities Industry Essentials Examination. William is currently registered with Raymond James & Associates, Inc. in Georgia. Previously, William worked with Sterne Agee & Leach, Inc. and SunTrust Investment Services, Inc. William specializes in retirement planning, investment management, and estate planning.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
06/25/2015 - Present
Raymond James & Associates, Inc. (MACON GA)
GA
08/16/2013 - 06/24/2015
STERNE, AGEE & LEACH, INC. (MACON GA)
GA
08/20/2003 - 09/06/2013
SUNTRUST INVESTMENT SERVICES, INC. (MACON GA)
MA
05/02/2001 - 03/11/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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