Carl Scott Lamb
Investment adviser representative at Parallel Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Parallel Advisors, LLCApr 2025 to now
- Allworth FinancialDec 2018 to Apr 2025
- LPL FinancialJun 2018 to Oct 2018
- Loring Ward SecuritiesFeb 2011 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Parallel Advisors, LLC
$10.3BAssets managed
4,240Clients
73Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5020667
- Firm CRD
- 140800