Robert
Lamb

John Hancock Personal Financial Services, LLC

CRD#4902144
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

16 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

200 Berkeley Street
Boston, MA 02116

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2018 - Present (2 years)

John Hancock Disributors LLC

2016 - Present (4 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.

Financial Advisors at John Hancock Personal Financial Services, LLC

Thomas Lyman
Boston, MA
Kimberly Decena
Boston, MA
Anthony Henriquez
Boston, MA
Connor Spiro
Boston, MA
James Hare
Boston, MA
Ezekiel Waisel
Boston, MA
Joseph Bina
Boston, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started