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Paul Lamb

22 Years of Experience
Denver, CO
BrokerSells Insurance

Paul Lamb is a registered investment advisor, based in Denver, CO, with 22 years of industry experience.

Location

2000 S Colorado Blvd., Twr 2, #150, Denver, CO, 80222

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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

Paul is involved in several investment-related activities through HUB International and Global Retirement Partners, dedicating full-time hours to these roles. He also spends a few hours per week on woodworking and owns a podcast called Toldja Finance.

Employment History
Current Registrations
HUB International Investment Services INC.Broker
November 2021 - Present · 4 yrs 8 mos
HUB International Investment Services INC.
November 2021 - Present · 4 yrs 8 mos
Global Retirement Partners LLC
April 2015 - Present · 11 yrs 3 mos
LPL Financial LLCBroker
August 2010 - Present · 15 yrs 11 mos
LPL Financial LLC
August 2010 - Present · 15 yrs 11 mos
Previous Registrations
Independent Financial Partners
January 2011 - May 2015 · 4 yrs 4 mos
LPL Financial LLC
August 2010 - January 2016 · 5 yrs 5 mos
Investment Advisors International, INC.
March 2008 - August 2010 · 2 yrs 5 mos
World Group Securities, INC.Broker
April 2003 - August 2010 · 7 yrs 4 mos
State Registrations15 states
AZCACOFLINMOMTNDNENMOHTXUTVAWY
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.