Robert Lamb
Robert Lamb is a registered investment advisor at Osaic Wealth, INC., based in Fort Pierce, FL, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Fort Pierce, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2013Customer Dispute
July 2013Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Robert sells fixed insurance products, including life, disability, annuities, and long-term care, with various companies. He also owns Lamb Financial Services, where he advises clients on securities, annuities, and insurance products, dedicating full-time hours to this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
LPL Financial LLCBroker
Fnb Brokerage Services, INC.Broker
Nationwide Securities, INC.Broker
State Registrations2 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.