Paul Lamb, financial advisor Denver CO
93 score

Paul Lamb

CRD Number: 4628354
Current Firm: Global Retirement Partners LLC

Paul Lamb (CRD# 4628354) is an Investment Advisor Representative working at Global Retirement Partners LLC in Denver, CO and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Apr 2015 - Current 1
Lpl Financial Denver, CO Aug 2010 - Current 6
Independent Financial Partners Denver, CA Jun 2011 - Apr 2015 3
City 1st Mortgage Services LLC Greenwood Village, CO Sep 2008 - Aug 2010 1
Investment Advisors International, Inc. Greenwood Village, CO Mar 2008 - Aug 2010 2
World Group Securities Greenwood Village, CO Apr 2003 - Aug 2010 7
Wfg Greenwood Village, CO Dec 2002 - Aug 2010 7
Innergy Lending Greenwood Village, CO Oct 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Paul D. Lamb
Phone Number: 415-526-2751
Registered State(s):
  • AL
  • AZ
  • CO
  • ID
  • IL
  • MT
  • NH
  • UT
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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