Back to top



Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Raymond James & Assoicates 1 year, 4 months Jun 2015 - Present
Sterne Agee 1 year, 10 months Aug 2013 - Jun 2015
Suntrust Bank 4 years, 1 month Jul 2009 - Aug 2013
Suntrust Investment Services, Inc. 11 years, 9 months Nov 2001 - Aug 2013
Are You
William Stephens Lamb Jr.?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by William Lamb

There are no insights for this advisor to display at this time.


Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Oct 1, 2015
  • license status
  • disclosures
  • as of date
    May 23, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Raymond James & Associates, Inc.

Last updated on June 6, 2016
    • $91.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 318K
    • $287.6K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
Other Advisors in Your Area
  • Ryan Patrick Zacharczyk
    Zynergy Retirement Planning
    Red Bank, NJ
    View Profile
  • Eve L. Kaplan, CFP®
    Kaplan Financial Advisors LLC
    Berkeley Heights, NJ
    View Profile
  • James D. Kinney, CFP®
    Financial Pathways
    Bridgewater, NJ
    View Profile
  • Sheri Cupo, CFP®
    SageBroadview Financial Planning, LLC
    Morristown, NJ
    View Profile
  • Alexander Efros, MBA, CPA
    Lighthouse Financial Services Inc
    Staten Island, NY
    View Profile
  • Douglas J. Lyons, CFA, CFP®, CDFA™
    Douglas J. Lyons Financial Group Inc.
    Red Bank, NJ
    View Profile