Paul
Lamb
Global Retirement Partners LLC
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About this Advisor
Paul Lamb is a financial advisor working in Denver, Colorado with a total of 8 years of relevant experience. Lamb is an advisor for Global Retirement Partners LLC. Over the course of their career, they have held roles at Global Retirement Partners, LLC, Lpl Financial LLC, Independent Financial Partners and Hub International Investment Services, Inc. Lamb holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Colorado, Montana and Utah. Global Retirement Partners LLC is a company operating out of San Rafael, CA. It has offices in 193 locations and a total of 453 advisors. It administers $120 billion in assets under management across its 25,479 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 40 charitable organizations. Of its 25,479 accounts, 17% belong to high-net-worth clients who have at least $1 million in investable assets. Global Retirement Partners LLC has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the services. However, fee types charged by Global Retirement Partners LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
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
Paul Lamb Work History
Paul has been registered as a financial advisor for 8 years.*
Hub International Investment Services, Inc
Global Retirement Partners, LLC
Lpl Financial LLC
Independent Financial Partners
*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 Paul 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 Global Retirement Partners LLC
San Francisco, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Houston, TX
San Rafael, CA
Sandy, UT
Pittsburgh, PA
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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