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 who works in Boston, Massachusetts who has 7 years of relevant experience. Lamb currently works for John Hancock Personal Financial Services, LLC. Their career trajectory has included roles at New York Life Investment Management LLC, Sii, John Hancock and John Hancock Disributors LLC. Lamb maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. John Hancock Personal Financial Services, LLC is a firm operating out of Boston, MA. It administers $2 billion in assets under management between its 26,018 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 26,018 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. John Hancock Personal Financial Services, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees largely depend on the type of financial services provided. Fees charged by John Hancock Personal Financial Services, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

200 Berkeley Street
Boston, MA 02116

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John Hancock Personal Financial Services, LLC Brokerage Details

Total Assets Under Management

$1,820,193,718

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

166

MA Average: 118
Total Number of Accounts

26,018

MA Average: 4,567
Average Account Size

$69,959

MA Average: $3,506,186

Investment Advisory Services

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

Robert Lamb Work History

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

2018 - Present (6 years)

John Hancock Disributors LLC

2016 - Present (8 years)

John Hancock

2015 - 2016 (1 year)

Sii

2004 - 2015 (11 years)

New York Life Investment Management LLC

*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 Robert 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 John Hancock Personal Financial Services, LLC

Christine Pollock
Newtown, PA
Patricia Blackwell
Boston, MA
Stephen Campagnone
Boston, MA
Steven Benzing
Boston, MA
Joel Berry
Boston, MA
Timothy Mcnally
Boston, MA
Alfredo Monteiro
Miami, FL
Martin Hairston
Boston, MA

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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