Bobby Lamb, financial advisor Springfield MO

Bobby Lamb

CRD Number: 3048563
Current Firm: Forvis Wealth Advisors, LLC

Bobby Lamb (CRD# 3048563) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 25 years of experience in the finance industry. Bobby Lamb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Forvis Wealth Advisors, LLC Houston, TX Jun 2022 - Current 1
Bkd Wealth Advisors Houston, TX Jul 2016 - May 2022 5
Capstone Asset Management Company Houston, TX Aug 2013 - Apr 2016 2
Capstone Asset Planning Company Houston, TX Jul 2004 - Apr 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Bobby L. Lamb
Phone Number: 417.831.7283
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    7,888
    MILLIONS
  • Total Number of Accounts
    12,298
    ACCOUNTS
  • Average Account Value
    $641,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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