Thomas B. Lamb

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Kestra Financial Services, Inc
  Austin, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Austin, TX
• 11/2009 → Present
  Kestra Investment Services, Llc
  Austin, TX

Other Businesses

Business Name: 5202 Harvest Cir Investment Related: No Address: 5202 Harvest Cir Austin TX 78745 Nature of Business: Real Estate Position, Title or Relationship: joint owner Start Date: 12/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: manage our propertyBusiness Name: Brandon Callies Band, Neutral on Paul Investment Related: No Address: 600 blue ridge dr dripping springs TX 78620 Nature of Business: Other Other/None of the Above recording, live shows Position, Title or Relationship: musician Start Date: 2/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: musician

Exams

• S66 Uniform Combined State Law Examination
  2009-09-02
• S63 Uniform Securities Agent State Law Examination
  2009-07-03