Bob Lamb Location
- Celina, TX, US
Bob Lamb Work
- 2024 -now Principal @
- 2022 -now Principal @
- 2021 -now Principal at BKD Wealth Advisors @ BKD Wealth Advisors
- 2017 -now Office Director @ BKD Wealth Advisors
- 2016 -now Senior Managing Advisor @ BKD Wealth Advisors
- 2013 -2016 SVP @
- 2003 -2013 SVP @
Bob Lamb Education
- Chadron State College
Bachelor of Science (BS)
1994-1998
Bob Lamb Skills
- Alternative Investments
- Estate Planning
- Series 63
- Leadership
- Team Building
- Wealth Preservation Planning
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Sales Management
- Wealth Management
- Mutual Funds
- High Net Worth Individuals
- Investment Strategies
- Operations Management
- Asset Management
- Separately Managed Accounts
- New Business Development
- Certified Financial Planner
- Series 24
- Municipal Bonds
- Retirement
- Series 65
- Series 7
- Securities
Bob Lamb Summary
- Bob Lamb, based in Celina, TX, US, is currently a Principal at Forvis Mazars US. Bob Lamb brings experience from previous roles at FORVIS and BKD Wealth Advisors. Bob Lamb holds a 1994 - 1998 Bachelor of Science (BS) @ Chadron State College. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Leadership, Team Building and more. Bob Lamb has 2 emails and 1 mobile phone numbers on RocketReach.
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