Paul Lamm (CRD# 6547475) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Circleville, OH and has over 6 years of experience in the finance industry.
CRD# 3165835
Lpl Financial LLC
CRD# 2304366
Nationwide Investment Advisors, LLC
CRD# 3121230
Nationwide Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments. Inc. | Cambridge, OH | Jul 2023 - Current | < 1 |
Ameriprise Financial Services, LLC | North Vernon, IN | Sep 2022 - Jul 2023 | < 1 |
Edward Jones | St Louis, MO | Jul 2017 - Sep 2022 | 5 |
The Prudential Insurance Company Of America | Cincinnati, OH | Nov 2015 - Jun 2017 | 1 |
Pruco Securities LLC | Cincinnati, OH | Oct 2015 - Jun 2017 | 1 |
Outback Steakhouse | Mason, OH | Oct 2012 - Apr 2016 | 3 |
University Of Cincinnati | Cincinnati, OH | Aug 2012 - Apr 2016 | 3 |
Innova Financial Group | Cincinnati, OH | Mar 2015 - Jan 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- OH
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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