John Hancock Personal Financial Services, LLC
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About this Advisor
Robert Lamb is a chartered financial analyst working out of Boston, Massachusetts, who has 14 years of financial industry experience. Lamb is currently employed by John Hancock Personal Financial Services, LLC. Over the course of their career, Lamb has held roles at Sii, New York Life Investment Management LLC, John Hancock Disributors LLC and John Hancock. Lamb has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. John Hancock Personal Financial Services, LLC is a financial advisory business that has its headquarters in Boston, Massachusetts. It has offices in two locations and a total of 102 advisors. It manages $927 million in assets under management across its 9,175 accounts, making it one of the bigger firms in the country by assets under management. Of its 9,175 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. John Hancock Personal Financial Services, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors depend on the services. However, fee types billed by John Hancock Personal Financial Services, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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John Hancock Personal Financial Services, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Robert Lamb Work History
Robert has 14 years of experience.
John Hancock Disributors LLC
New York Life Investment Management LLC
Robert Lamb has no disclosures.
Please visit their SEC profile for more details.