John Hancock Personal Financial Services, LLC
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About this Advisor
Robert Lamb is a financial advisor who works out of Boston, Massachusetts. Currently a registered advisor with John Hancock Personal Financial Services, LLC, Lamb has 15 years of practice as an investment advisor. Lamb has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lamb can work with investors based out of Massachusetts. Lamb has gained experience at New York Life Investment Management LLC, Sii, John Hancock and John Hancock Disributors LLC. John Hancock Personal Financial Services, LLC is headquartered in Boston, Massachusetts, and operates out of two other offices across the United States. In total, John Hancock Personal Financial Services, LLC manages $1 billion in assets throughout 31,694 accounts and employs more than 117 people. The amount of assets the firm manages makes it one of the bigger financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 31,694 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. John Hancock Personal Financial Services, LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include 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 16 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.
Financial Advisors at John Hancock Personal Financial Services, LLC