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Advisors / New York / Elizabethtown
25yrs

James Lamb

Full name on record: James Patrick Lamb

Financial advisor at Lamb Retirement Solutions

James Lamb has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Elizabethtown, New York. After two years at IP Financial Advisory Services, James joined Lamb Retirement Solutions in 2023, a firm offering financial planning and investment management. James holds the CFP® designation.

Elizabethtown, NYCFP®Fiduciary advisor
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At a glance

Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
OfficeElizabethtown, NY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$73,005
States licensed ?1 state

Services through Lamb Retirement Solutions

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. Oct 2021 – Aug 2023
    IP Financial Advisory Services LLCPreviously

Contact James

(917) 702-5076Lamb Retirement Solutions main office Elizabethtown, NYOffice · Get directions Firm websitelambretirement.com

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Questions to ask James

Tailored to James’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About James

How do I contact James?

Call Lamb Retirement Solutions at (917) 702-5076 and ask for James Lamb. James works from the Elizabethtown, NY office.

How long has James been a financial advisor?

James has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.

What licenses does James hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is James a fiduciary?

James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is James paid?

Lamb Retirement Solutions reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask James for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.