Profiel
Ms. Pam R.
Lamb, CPA, is Senior Managing Advisor at BKD Wealth Advisors LLC.
Prior to joining BKD Wealth Advisors, Ms. Lamb was a vice president and senior trust officer with a regional bank where she managed personal trusts, estates, guardianships and investment management accounts for individuals, corporations, endowments and foundations.
She has several years of experience in the financial industry including trust and estate administration, as well as providing financial and estate planning and investment management for high net-worth individuals, trusts and corporations.
Ms. Lamb graduated in 2004 from the University of Arkansas at Little Rock with a BS degree in accounting and is an honor graduate of the Cannon Financial Institute Personal Trust School, Boston University.
She is a Certified Financial Planner professional and Certified Trust and Financial Advisor.
She is a member of the Arkansas Society of Certified Public Accountants and the Central Arkansas Trust and Estate Council.
Eerdere bekende functies van Pam R. Lamb
| Bedrijven | Functie | Einde |
|---|---|---|
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Pam R. Lamb
| The University of Arkansas | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Finance |
