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	Fondateur	01/10/2014

Anciens postes connus de Curtis Teichert Lamb

Sociétés	Poste	Fin
Charles Schwab & Co., Inc.	Corporate Officer/Principal	-
FIAM LLC	Corporate Officer/Principal	-