Unclaimed Profile

Bobby Lee Lamb

BKD WEALTH ADVISORS, LLC·SPRINGFIELD, Missouri

SIE, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredBKD WEALTH ADVISORS, LLC

910 EAST ST LOUIS ST, SPRINGFIELD, MO 65806CRD# 3048563Firm CRD# 110905

Profile Verification

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

Identity

Bobby Lee Lamb · SPRINGFIELD, MO

Registration

CRD #3048563 · BKD WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

FORVIS MAZARS WEALTH ADVISORS, LLC

Jul 2016 – present

CAPSTONE ASSET MANAGEMENT COMPANY

Jan 2013 – Apr 2016

HOUSTON, TX

CAPSTONE FINANCIAL SOLUTIONS, LLC

Aug 2007 – Dec 2012

SPRINGFIELD, MO

STEWARD CAPITAL ADVISORS, LLC

Jul 2003 – Apr 2007

SPRINGFIELD, MO

SECURITIES AMERICA ADVISORS INC

Apr 2002 – Jun 2003

CHADRON, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD 110905 · SEC 801-56928

AUM

$8.9B

Regulatory assets under management

Employees

117

12,871 client accounts

Services offered by FORVIS MAZARS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORVIS MAZARS WEALTH ADVISORS, LLC →

Introduction

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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.

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