AdvisorOS Directory
Claim Profile
BL

Bobby Lee Lamb

BKD WEALTH ADVISORS, LLC·SPRINGFIELD, Missouri
Unclaimed Profile
910 EAST ST LOUIS ST, SPRINGFIELD, MO 65806CRD# 3048563Firm CRD# 110905
01

About

Bobby Lee Lamb is a registered financial advisor based in SPRINGFIELD, Missouri, affiliated with BKD WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FORVIS MAZARS WEALTH ADVISORS, LLC
FORVIS MAZARS WEALTH ADVISORS, LLC
AUM
$8.9B
Regulatory assets under management
Employees
117
Total firm employees
View all advisors at FORVIS MAZARS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3048563
Firm CRD# 110905
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SPRINGFIELD?

Browse all registered financial advisors in SPRINGFIELD, Missouri or claim this profile if it's yours.

Browse SPRINGFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bobby Lee Lamb offer?
Bobby Lee Lamb specializes in Financial Planning, Investment Management. Contact their office in SPRINGFIELD, Missouri for a consultation.
What are Bobby Lee Lamb's credentials?
Bobby Lee Lamb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bobby Lee Lamb located?
Bobby Lee Lamb is based in SPRINGFIELD, Missouri, working with BKD WEALTH ADVISORS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Bobby Lee Lamb charge for services?
Bobby Lee Lamb'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 BKD WEALTH ADVISORS, LLC?
BKD WEALTH ADVISORS, LLC has approximately 117 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SPRINGFIELD
Randy Glen Faith — SIGNALPOINT ASSET MANAGEMENT LLCGlenn Cornelius Schoen — SIGNALPOINT ASSET MANAGEMENT LLCRick Drew Bohlman — SIGNALPOINT ASSET MANAGEMENT LLCMichael James Orzel — SIGNALPOINT ASSET MANAGEMENT LLCThomas Meldrum Veale — SIGNALPOINT ASSET MANAGEMENT LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile