Robert Lamb is a CFA-designated registered investment advisor, based in Boston, MA, with 21 years of industry experience.
Location
200 Berkeley Street, Boston, MA, 02116
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
John Hancock Distributors LLC
June 2018 - Present · 7 yrs 11 mos
John Hancock Distributors LLCBroker
June 2018 - Present · 7 yrs 11 mos
John Hancock Personal Financial Services, LLC
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Signator Investors, INC.
April 2015 - June 2016 · 1 yr 2 mos
Signator Investors, INC.Broker
April 2015 - June 2016 · 1 yr 2 mos
Nylife Distributors LLCBroker
July 2005 - April 2015 · 9 yrs 9 mos
New York Life Investment Management LLC
February 2005 - April 2015 · 10 yrs 2 mos
State Registrations1 state
MA
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.