Bobby L. Lamb

FORVIS MAZARS WEALTH ADVISORS

Enid, OK 73701

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CRD#: 3048563

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bobby Lee 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®

CFP^®

Certified Financial Planner

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: 999 E Playa Del Norte Drive Suite 410, Tempe, AZ 85288Office #6: 1715 Aaron Brenner Drive Suite # 504, Memphis, TN 38120Office #7: 14221 Dallas Parkway Suite 700, Dallas, TX 75254Office #8: 1875 Century Park East Suite 880, Los Angeles, CA 90067Office #9: 111 Center Street, Little Rock, AR 72201Office #10: 2700 Post Oak Blvd Ste 1700, Houston, TX 77056

RIA

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.

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.

CRD#: 10205

LAVISTA, NE

Past

February 4, 1999 - March 20, 2002

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

May 28, 1998 - February 22, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 28, 1998 - February 22, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

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".

FORVIS MAZARS 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)

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 65

Date: 8/31/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/2014

General Securities Principal Examination

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

CRD#: 110905 / SEC#: 801-56928

RIA

Registered Investment Advisory firm - (10/28/1999 Approved)

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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 (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 1.2026 (1/22/2026)

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	Cover Page	Report
09/18/2024	Cover Page	Report
01/23/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Bobby L. Lamb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bobby Lee Lamb's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORVIS MAZARS WEALTH ADVISORS, LLC

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE FINANCIAL SOLUTIONS, LLC

CROSSMARK DISTRIBUTORS, INC.

CAPSTONE FINANCIAL SOLUTIONS, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

ARAGON FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FORVIS MAZARS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2000

Series 63

Date: 5/21/1998

SIE

Date: 4/20/2016

Series 7

Date: 5/26/1998

Series 24

Date: 1/29/2014

Current Firm

FORVIS MAZARS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORVIS MAZARS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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