William
Lamb
Cavanal Hill Investment Management, Inc
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About this Advisor
William Lamb is a financial advisor operating out of Tulsa, Oklahoma who has 2 years of industry experience. Lamb is an employee of Cavanal Hill Investment Management, Inc. The advisor has gained experience at Edward Jones, Fifth Third Bank, Fifth Third Securities, Lpl Financial, First Niagara Bank, Tristate Capital Bank, Chartwell Tsc Securities Corp, Cavanal Hill Investment Management, Inc and Cavanal Hill Distributors, Inc. Lamb has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Indiana, Kentucky, Michigan, Ohio, Oklahoma, Pennsylvania, West Virginia and Wisconsin. Cavanal Hill Investment Management, Inc is a company that has its headquarters in Tulsa, OK. The firm has a total of 49 advisors. It administers $10 billion in assets under management across its 2,223 client accounts, placing it among the biggest firms in the United States by assets under management. Cavanal Hill Investment Management, Inc performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services usually vary depending on which services are provided. Fee types charged by Cavanal Hill Investment Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cavanal Hill Investment Management, Inc Brokerage Details
$9,643,156,437
49
2,223
$4,337,902
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
William Lamb Work History
William has been registered as a financial advisor for 2 years.*
Cavanal Hill Investment Management, Inc
Cavanal Hill Distributors, Inc
Tristate Capital Bank
Chartwell Tsc Securities Corp
Lpl Financial
First Niagara Bank
Fifth Third Bank
Fifth Third Securities
Edward Jones
*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 William 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 Cavanal Hill Investment Management, Inc
Tulsa, OK
Denver, CO
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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