Guy
Lamb

Fifth Third Wealth Advisors LLC

CRD#1926500
Investment Advisor
in San Francisco, CA

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About this Advisor

Guy Lamb is a financial advisor working in San Francisco, California who has 1 year of industry experience. Lamb is on the advisory team at Fifth Third Wealth Advisors LLC. During their career, Lamb has held roles at Wells Fargo Advisors, Wells Fargo Bank, Bok Financial Corp, Wells Fargo Clearing Services, LLC and Fifth Third Wealth Advisors LLC. Lamb has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Ohio. Fifth Third Wealth Advisors LLC is a firm headquartered in Cincinnati, OH. The investment advisory business has offices in six locations and a total of 20 people on staff. It handles $102 million in total assets between its 101 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 101 accounts, 54% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Fifth Third Wealth Advisors LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely depend on the type of financial services. However, fee types charged by Fifth Third Wealth Advisors LLC most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

275 Battery Street, 11Th Floor
San Francisco, CA 94111

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Fifth Third Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$101,941,901

CA Average: $2,106,341,625
Total Number of Employees

20

CA Average: 34
Total Number of Accounts

101

CA Average: 1,972
Average Account Size

$1,009,326

CA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Guy Lamb Work History

Guy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fifth Third Wealth Advisors LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors

2016 - 2022 (6 years)

Wells Fargo Bank

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Bok Financial Corp

*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 Guy Lamb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fifth Third Wealth Advisors LLC

Mary Robbins
Cincinnati, OH
Carolyn Balzano
Cincinnati, OH
Heather Borelli
Naples, FL
Guy Lamb
San Francisco, CA
Scott Kremer
Naples, FL
Omar Bhangia
Naples, FL
Seth Scholar
San Francisco, CA
Eric Housman
Charlotte, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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