JL
JL

John Lamb

29 Years of Experience
Bartlesville, OK
BrokerSells Insurance

John Lamb is a registered investment advisor at Cetera Investment Advisers LLC, based in Bartlesville, OK, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2232 SE Washington Blvd, Ste 202, Bartlesville, OK, 74006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is involved in numerous outside business activities, including owning ABS Financial, serving as chairman for multiple non-profit organizations, and owning a cattle ranch. He also sells and services insurance, securities, and investment products, dedicating full-time hours to Financial Advisor Network, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 1999 - June 2021 · 22 yrs 3 mos
Voya Financial Advisors, INC.Broker
January 1997 - June 2021 · 24 yrs 5 mos
Wma Securities, INC.Broker
February 1995 - July 1995 · 5 mos
State Registrations13 states
ARCACOFLGAILKSNMNVOHOKPRTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Lamb - Financial Advisor | TrueAdvisor