William Lamb (CRD# 5145968) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Tulsa, OK and has over 11 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cavanal Hill Distributors, Inc. | Allison Park, PA | Jun 2021 - Current | 2 |
| Cavanal Hill Investment Management, Inc. | Tulsa, OK | May 2021 - Current | 2 |
| Tristate Capital Bank | Pittsburgh, PA | Sep 2016 - May 2021 | 4 |
| Chartwell Tsc Securities Corp. | Pittsburgh, PA | Sep 2016 - May 2021 | 4 |
| First Niagara Bank | Allison Park, PA | Sep 2015 - Sep 2016 | 1 |
| Lpl Financial | Allison Park, PA | Aug 2015 - Sep 2016 | 1 |
| Fifth Third Securities | Pittsburgh, PA | Dec 2014 - Aug 2015 | < 1 |
| Fifth Third Bank | Pittsburgh, PA | Oct 2014 - Aug 2015 | < 1 |
| Unemployed | Pittsburgh, PA | Aug 2014 - Sep 2014 | < 1 |
| Edward Jones | St Louis, MO | Nov 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- IN
- KY
- MI
- OH
- OK
- PA
- WV
- WI
-
Total Assets Under Management11,569MILLIONS
-
Total Number of Accounts2,265ACCOUNTS
-
Average Account Value$5,107,752
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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