William Lamb is a registered investment advisor, based in Tulsa, OK, with 12 years of industry experience.
Location
One Williams Center, 15th Floor, Tulsa, OK, 74172
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a VP and external wholesaler at BOK Financial since 2021, the parent company of Cavanal Hill Distributors. He may receive compensation for business referrals to BOK Financial affiliates, accounting for minimal time and compensation.
Employment History
Current Registrations
Cavanal Hill Distributors, INC,
Cavanal Hill Distributors, INC,Broker
Cavanal Hill Investment Management, INC.
Previous Registrations
Chartwell Investment Partners, LLC
Chartwell Tsc Securities CORP.Broker
LPL Financial LLC
LPL Financial LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 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.