Ronald
Lamb

Truist Advisory Services, Inc

CRD#2737035
Investment Advisor
in Lake Mary, FL

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About this Advisor

Ronald Lamb is a financial advisor operating out of Lake Mary, Florida with a total of 7 years of relevant experience. Lamb is an advisor for Truist Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services, Inc. Lamb has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Truist Advisory Services, Inc is a financial advisory company based in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 people on staff. It manages $53 billion in total assets between its 125,600 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 85 charities and foundations. Of its 125,600 customer accounts, just 12% belong to high-net-worth clients who have more than $1 million in investable assets. Truist Advisory Services, Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial management typically vary depending on which services are provided. However, fee types charged by Truist Advisory Services, Inc can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1100 Town Park Ave Md Suite
Lake Mary, FL 32746

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

FL Average: $3,570,121,308
Total Number of Employees

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL Average: $2,220,225

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
  • Publication of periodicals or newsletters
  • Other

Ronald Lamb Work History

Ronald has been registered as a financial advisor for 7 years.*

2020 - Present (4 years)

Suntrust Investment Services, Inc

2016 - Present (8 years)

Suntrust Advisory Services, Inc

2015 - Present (9 years)

Suntrust Bank

2015 - 2020 (5 years)

Suntrust Investment Services, Inc

2012 - 2015 (3 years)

Suntrust Investment Services, Inc

2001 - 2015 (14 years)

Suntrust Bank

*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 Ronald 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 Truist Advisory Services, Inc

Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
Michael Nagy
Altamonte Springs, FL
Staci Goins
Myrtle Beach, SC
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

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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