Evan
Lamb
Sageview Advisory Group, LLC
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About this Advisor
Evan Lamb is a chartered financial analyst working out of Newport Beach, California with 1 year of industry experience. Lamb is currently employed by Sageview Advisory Group, LLC. Over the course of their career, Lamb has held roles at Sageview Advisory Group, Carta, The Siegfried Group, Haskell & White Llp, College -- Uc Santa Barbara and Cetera Advisor Networks. Lamb maintains a Series 63 license, qualifying them as a securities representative, and can serve investors in California. Sageview Advisory Group, LLC is a business based in Newport Beach, CA. It has offices in 36 locations and a total of 224 people on staff. It handles $156 billion in total assets between its 21,119 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 21,119 customer accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by Sageview Advisory Group, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$156,399,419,714
224
21,119
$7,405,626
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Evan Lamb Work History
Evan has been registered as a financial advisor for 1 years.*
Sageview Advisory Group
Cetera Advisor Networks
Carta
The Siegfried Group
Haskell & White Llp
College -- Uc Santa Barbara
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Lamb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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