Curtis Teichert Lamb
Fondateur chez Narus Financial Partners LLC
Profil
Mr. Curtis T.
Lamb is a Personal Wealth Advisor, Investment Committee Member & Co-Founder at Narus Financial Partners LLC.
He is the manager for Narus Insurance Agency, LLC, providing life insurance solutions and fixed annuities to clients that are lacking in estate benefits and lifetime income streams.
Additionally, he serves as the college planning expert for Narus Financial Partners.
Mr. Lamb began his career in 1996 and spent 8 years at Fidelity Investments where he worked as an Investment Consultant, Manager of Client Services, and Operations Manager for Portfolio Advisory Services.
He joined Charles Schwab in 2004 as the Branch Manager of the Santa Fe, NM office and later moved to his hometown of Phoenix, AZ where he joined Schwab Private Client as a Private Client Consultant, overseeing a portfolio of over $100 million in client assets.
He later relocated to Utah and spent 8 more years in a Vice President and Financial Consultant role for Charles Schwab & Co. in Provo, UT office.
While in Provo, Mr. Lamb provided financial guidance and advice to more than 450 clients and helped grow the business to almost 100M in assets under management.
He received his Bachelor of Arts degree in 1994 from Brigham Young University in Provo, UT and a Master of Business Administration in Finance in 2001 from Westminster College in Salt Lake City, UT.
Postes actifs de Curtis Teichert Lamb
| Sociétés | Poste | Début |
|---|---|---|
Narus Financial Partners LLC
 Narus Financial Partners LLC Investment ManagersFinance Narus Financial Partners LLC (Narus) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was co-founded by Jared Stubbs, Curtis Lamb, Trent Bowers, and Mike Robinson in 2014 as ClearStone Capital Management LLC. Narus generally provides investment advice to individual and institutional clients. | Fondateur | 01/10/2014 |
Anciens postes connus de Curtis Teichert Lamb
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Formation de Curtis Teichert Lamb
| Brigham Young University | Undergraduate Degree |
| Westminster College (Utah) | Masters Business Admin |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Narus Financial Partners LLC
Narus Financial Partners LLC Investment ManagersFinance Narus Financial Partners LLC (Narus) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was co-founded by Jared Stubbs, Curtis Lamb, Trent Bowers, and Mike Robinson in 2014 as ClearStone Capital Management LLC. Narus generally provides investment advice to individual and institutional clients. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
