Jeffrey
Lamb
Harbour Investments, Inc
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About this Advisor
Jeffrey Lamb is a chartered financial consultant who works out of Verona, Wisconsin with a total of 6 years of relevant experience. Lamb currently works for Harbour Investments, Inc. The advisor has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Wealth Distribution Strategies LLC and Harbour Investments, Inc. Lamb holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wisconsin. Harbour Investments, Inc is an advisory business operating out of Madison, WI. The firm has offices in 160 locations and a total of 219 people on staff. It oversees $5 billion in assets between its 28,573 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 59 charities and foundations. Of its 28,573 customer accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Harbour Investments, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Harbour Investments, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Lamb Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Wealth Distribution Strategies LLC
Harbour Investments, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*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 Jeffrey 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 Harbour Investments, Inc
Neenah, WI
West Des Moines, IA
Roscoe, IL
Milwaukee, WI
Carnegie, PA
Edmonds, WA
Madison, WI
Edmonds, WA
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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