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Rhonda Lamb

29 Years of Experience
Chicago, IL
Broker

Rhonda Lamb is a registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

200 W. Madison St., Suite 2500, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rhonda is a notary, which is not investment-related and uncompensated.

Employment History
Current Registrations
Hightower Advisors, LLC
June 2013 - Present · 12 yrs 11 mos
Hightower Securities, LLCBroker
May 2013 - Present · 13 yrs
Previous Registrations
Suntrust Investment Services, INC.
June 2005 - June 2013 · 8 yrs
Suntrust Investment Services, INC.Broker
June 2005 - June 2013 · 8 yrs
Suntrust Capital Markets, INC.Broker
June 2003 - June 2005 · 2 yrs
Alexander Key Investments
June 2003 - June 2005 · 2 yrs
Merrill Lynch Pierce Fenner & Smith INC.
May 2003 - June 2003 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1997 - June 2003 · 6 yrs 4 mos
State Registrations9 states
AZCADEFLGAMANCPATX
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.