Advisor at Lamb Retirement Solutions LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Elizabethtown, NY
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
10 years
James Lamb is a CFP®-certified financial advisor with 10 years of industry experience. He is the sole advisor at Lamb Retirement Solutions LLC, an independent firm he founded in 2023. Prior to this, he worked at IP Financial Advisory Services LLC, Innovation Partners LLC, and Parsonex Securities, Inc. Lamb also serves part-time as a U.S. Army property book officer, managing military equipment inventory. Lamb Retirement Solutions primarily serves individual clients, offering non-discretionary portfolio management, financial planning, consulting, and access to insurance products. The firm customizes investment programs based on fundamental and technical analysis, tailoring asset allocation and investment selection to client goals and risk tolerance, with regular account reviews and comprehensive financial plans.
Based on Lamb Retirement Solutions LLC
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $5,000,000: 0.50% annually $5,000,001 - $7,500,000: 0.40% annually $7,500,001 - $10,000,000: 0.30% annually $10,000,001 - $20,000,000: 0.20% annually $20,000,001+: 0.10% annually
Fee-only: Fixed fees between $2,500 and $5,000 for financial planning services
Elizabethtown, NY
California · New York · Texas
Lamb Retirement Solutions LLC
2023 - Present (3 years)
Lamb Retirement Solutions LLC
2023 - Present (3 years)
IP Financial Advisory Services LLC
2021 - 2023 (2 years)
Innovation Partners LLC
2021 - 2023 (2 years)
Parsonex Securities, Inc.
2018 - 2021 (3 years)
U.S. Army
2006 - Present (20 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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