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James E Lamb, Private Wealth Advisor serving the Scarborough, ME area - Ameriprise Advisors

James E Lamb

CFP®, CRPC

Private Wealth Advisor

Lamb, Petersen & Mann Advisory Group
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
  • Financial Advisor

Education

  • B.S., 1989, Business, University of Southern Maine, Portland, ME

Awards & recognition

  • Ameriprise Circle of Success, 1999-2023
  • Lamb, Petersen & Mann Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023
  • Lamb, Petersen & Mann Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Circle of Success Hall of Fame, 2023

Community participation

Ronald McDonald House, Portland, ME - monthly meal preparation

Woodfords Family Services, Westbrook Maine - annual auction

Animal Refuge League of Greater Portland - day of service

GatherNH.org - food drive

Interests

  • Spending time with my family
  • Travel
  • Golf
  • Outdoor Activities
  • Reading, History
  • Spending time at our lake house on Bunganut Lake