Robert
Lamb

John Hancock Personal Financial Services, LLC

CRD#4902144
Investment Advisor
in Boston, MA
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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

Series 65, Series 63, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Disclosures

No

Office Location

601 Congress Street
Boston, MA 02210-2805

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John Hancock Personal Financial Services, LLC Brokerage Details

Total Assets Under Management

$1,056,877,046

MA Average: $16,012,751,954
Total Number of Employees

117

MA Average: 118
Total Number of Accounts

31,694

MA Average: 4,567
Average Account Size

$33,346

MA Average: $3,506,186

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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.

2018 - Present (1 year)

John Hancock Disributors LLC

2016 - Present (3 years)

John Hancock

2015 - 2016 (1 year)

Sii

2004 - 2015 (11 years)

New York Life Investment Management LLC

Disclosures

Robert Lamb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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