Unclaimed Profile

Shattuck Franklin Lamm

CYPRESS WEALTH SERVICES, LLC·PALM DESERT, California

Clean recordCYPRESS WEALTH SERVICES, LLC

74150 COUNTRY CLUB DRIVE, PALM DESERT, CA 92260CRD# 4281570Firm CRD# 288992

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shattuck Franklin Lamm · PALM DESERT, CA

Registration

CRD #4281570 · CYPRESS WEALTH SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shattuck Franklin Lamm is a registered financial advisor based in PALM DESERT, California, affiliated with CYPRESS WEALTH SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CYPRESS WEALTH SERVICES, LLC

AUM

$821M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CYPRESS WEALTH SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4281570

Firm CRD# 288992

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shattuck Franklin Lamm offer?

Shattuck Franklin Lamm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM DESERT, California for a consultation.

What are Shattuck Franklin Lamm's credentials?

Shattuck Franklin Lamm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shattuck Franklin Lamm located?

Shattuck Franklin Lamm is based in PALM DESERT, California, working with CYPRESS WEALTH SERVICES, LLC. Their office serves clients in the PALM DESERT metropolitan area and surrounding communities.

How does Shattuck Franklin Lamm charge for services?

Shattuck Franklin Lamm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CYPRESS WEALTH SERVICES, LLC?

CYPRESS WEALTH SERVICES, LLC has approximately 16 employees and manages $821M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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