Curtis T. Lamb

NARUS FINANCIAL PARTNERS

Salt Lake City, UT 84106

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CRD#: 2774690

Professional summary

Curtis Teichert Lamb is a registered financial advisor currently at NARUS FINANCIAL PARTNERS, LLC located in Salt Lake City, Utah.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Curtis has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. UMA Financial Services; investment related; 310 E 4500 S #550, Salt Lake City, UT 84107; non-profit organization providing financial services to medical professionals; Board Member; January 1, 2021; approximately 1 hour per month; 0 hours devoted during securities trading hours (all board meetings are after hours); As a member of the board Mr. Lamb attends quarterly board meetings wherein his role is to help oversee the activities of the CEO. Mr. Lamb will also provide thoughts and opinions to the CEO and the board to help ensure the company is fulfilling its responsibilities to its members. Mr. Lamb does not recommend securities and has no involvement in building portfolios or speaking with or advising clients. Mr. Lamb does not perform any duties of an investment advisor representative to UMA Financial Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Teichert Lamb's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 27, 2014 - Present

NARUS FINANCIAL PARTNERS, LLC

Office #1: 1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106

RIA

CRD#: 173534

Salt Lake City, UT

Past

December 21, 2020 - October 17, 2022

BLACKSHEEP ADVISOR

RIA

CRD#: 310123

Salt Lake City, UT

Past

October 5, 2006 - October 22, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

OREM, UT

Past

March 3, 2004 - October 22, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

OREM, UT

Past

February 28, 2003 - August 2, 2003

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

BOSTON, MA

Past

August 8, 1996 - March 3, 2004

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NARUS FINANCIAL PARTNERS, LLC

CLEARSTONE CAPITAL MANAGEMENT, LLC | NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534 / SEC#: 801-80500

RIA

Registered Investment Advisory firm - (10/27/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/27/2022)

IAR

Utah
(10/27/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/29/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/31/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/22/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/24/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/27/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/8/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

NARUS FINANCIAL PARTNERS, LLC

CLEARSTONE CAPITAL MANAGEMENT, LLC | NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534 / SEC#: 801-80500

RIA

Registered Investment Advisory firm - (10/27/2014 Approved)

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Contact information

Main Address

1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106

Mailing Address

Phone number

(866) 534-0530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 467,737,201

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Curtis T. Lamb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Teichert Lamb's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKSHEEP ADVISOR

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

NATIONAL FINANCIAL SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

NARUS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2006

Series 63

Date: 7/31/1996

SIE

Date: 10/22/2014

Series 7

Date: 7/29/1997

Series 6

Date: 7/24/1996

Series 10

Date: 3/27/2001

Series 9

Date: 2/8/2001

Current Firm

NARUS FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NARUS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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