Unclaimed Profile

Robert James Lamse

TALIS ADVISORY SERVICES, LLC·RICHARDSON, Texas

Series 65Clean record19 years registeredTALIS ADVISORY SERVICES, LLC

3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 5170744Firm CRD# 135145

Profile Verification

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

Identity

Robert James Lamse · RICHARDSON, TX

Registration

CRD #5170744 · TALIS ADVISORY SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TALIS ADVISORY SERVICES, LLC

GENERATIONAL WEALTH ADVISORS

Jul 2006 – Jan 2026

RICHARDSON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 11, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TALIS ADVISORY SERVICES, LLC

CRD 135145 · SEC 801-67609

AUM

$366M

Regulatory assets under management

Employees

564 client accounts

Services offered by TALIS ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing 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 TALIS ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Robert James Lamse offer?

Robert James Lamse specializes in Financial Planning, Investment Management.

What are Robert James Lamse's credentials?

Robert James Lamse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Lamse located?

Robert James Lamse is based in RICHARDSON, Texas, last registered with TALIS ADVISORY SERVICES, LLC.

How does Robert James Lamse charge for services?

Robert James Lamse'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 TALIS ADVISORY SERVICES, LLC?

TALIS ADVISORY SERVICES, LLC has approximately 50 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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