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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

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

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Raymond James & Assoicates 1 year, 1 month 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.?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by William Lamb

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 1, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • 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:

Assets

Raymond James & Associates, Inc.

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

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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