BL
Bobby L. Lamb
FORVIS MAZARS WEALTH ADVISORS
Enid, OK 73701
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CRD#: 3048563
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Professional summary
Bobby Lee Lamb, CFP® is a registered financial advisor currently at FORVIS MAZARS WEALTH ADVISORS, LLC located in Enid, Oklahoma.
Bobby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Bobby has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bobby Lee Lamb's 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®
CFP®
Start date: 2005
Experience
Current
July 12, 2016 - Present
FORVIS MAZARS WEALTH ADVISORS, LLC
Office #1: 205 W. Maple Avenue Suite 200, Enid, OK 73701Office #2: 211 N. Robinson Avenue Suite 600, Oklahoma City, OK 73102Office #3: 8200 W. Interstate 10 Suite 900, San Antonio, TX 78230Office #4: 110 N. Elgin Avenue Suite 400, Tulsa, OK 74120Office #5: 510 North Valley Mills Drive Suite 200, Waco, TX 76710-6075Office #6: 999 E Playa Del Norte Drive Suite 410, Tempe, AZ 85288Office #7: 807 Las Cimas Parkway Suite 310, Austin, TX 78746Office #8: 1715 Aaron Brenner Drive Suite # 504, Memphis, TN 38120Office #9: 14221 Dallas Parkway Suite 700, Dallas, TX 75254Office #10: 1875 Century Park East Suite 880, Los Angeles, CA 90067Office #11: 111 Center Street, Little Rock, AR 72201Office #12: 2700 Post Oak Blvd Ste 1700, Houston, TX 77056Office #13: 777 Main Street Suite 3800, Fort Worth, TX 76102-5337RIA
CRD#: 110905
Enid, OK
Past
January 4, 2013 - April 20, 2016
CROSSMARK GLOBAL INVESTMENTS, INC.
RIA
CRD#: 113360
HOUSTON, TX
Past
August 28, 2007 - December 31, 2012
CAPSTONE FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 126451
SPRINGFIELD, MO
Past
September 8, 2004 - April 20, 2016
CROSSMARK DISTRIBUTORS, INC.
BD
CRD#: 14970
HOUSTON, TX
Past
July 11, 2003 - April 11, 2007
CAPSTONE FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 126451
SPRINGFIELD, MO
Past
April 9, 2002 - June 23, 2003
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
CHADRON, NE
Past
March 14, 2002 - June 19, 2003
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
February 4, 1999 - March 20, 2002
ARAGON FINANCIAL SERVICES, INC.
BD
CRD#: 16023
IRVINE, CA
Past
May 28, 1998 - February 22, 1999
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 28, 1998 - February 22, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
FM
FORVIS MAZARS WEALTH ADVISORS, LLC
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
CRD#: 110905 / SEC#: 801-56928
RIA
Registered Investment Advisory firm - (10/28/1999 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
Arkansas(1/9/2025)
IAR
California(1/9/2025)
IAR
Oklahoma(1/3/2024)
IAR
Tennessee(1/13/2025)
IAR
Texas(1/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FM
FORVIS MAZARS WEALTH ADVISORS, LLC
BKD INVESTMENT ADVISORS LLC | FORVIS WEALTH ADVISORS, LLC | FORVIS PRIVATE CLIENT | FORVIS MAZARS WEALTH ADVISORS, LLC | FORVIS MAZARS WEALTH ADVISORS | FORVIS MAZARS PRIVATE CLIENT | BKDWA | BKDIA | BKD WEALTH ADVISORS, LLC
CRD#: 110905 / SEC#: 801-56928
RIA
Registered Investment Advisory firm - (10/28/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
910 East St Louis St, Springfield, MO 65806
Mailing Address
Phone number
(417) 831-7283
Established
Firm type
Fiscal year end
# of Employees
123
SEC notice filing (41 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,227 |
| AUM (Assets Under Management) | $ 9,751,986,659 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 09/18/2024 | ||
| 01/23/2024 | ||
| 11/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORVIS MAZARS WEALTH ADVISORS, LLC
CRD#: 110905Enid, OK 73701TRUST BUT VERIFY
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