Geoffrey Lamb
Geoffrey Lamb is a registered investment advisor at RBC Capital Markets, LLC, based in Clive, IA, with 28 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1250 NW 128th Street, Suite 200, Clive, IA, 50325-7474
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2005Customer Dispute
May 2003Other Business Activities
Geoffrey is on the Board of Directors for the Ankeny Centennial H.S. Football Committee, assisting with program planning. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Edward JonesBroker
Wma Securities, INC.Broker
PFS Investments INC.Broker
State Registrations28 states
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.