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Dexter Lamb
Allworth Financial

Tel: 888-242-6766
3 Cityplace Dr Suite 290
Saint Louis, MO 63141
Allworth Financial | Financial Advisor in Saint Louis ,MO

Refreshingly clear advice when you need it the most.


About Dexter Lamb

Dexter Lamb is a financial advisor in Allworth's St. Louis, Missouri, office. He is a native of Holland, Michigan, and a proud graduate of Central Michigan University where he earned a Bachelor of Science degree in Entrepreneurship. When asked why he chose a career as an advisor, he said, "I love the power of financial planning, and the freedom it can provide to those who have worked hard to get here." The father of three active boys, in his spare time, Dexter focuses on outdoor activities such as swimming, hiking, and playing golf.


About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

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General Information

Firm Start Year:   1993
No.of Employees:   100-499
Name of Broker/Dealer:   AW Securities
Name of Custodial Firm:   TD Ameritrade
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Estate Planning & Trusts, Tax Advice and Services, Retirement Planning

Services

Can meet clients in the following ways:   Via Phone, Video Conference, Our Office

Firm Information

Firm's Number of Clients:   12,000
Assets Managed by Firm:   $10,000,000,000

Compensation and Fees

Fee Structure:   Fee-Based

Financial Services

Retirement Planning

Your retirement plan is a living document. It's important that it gets updated to mirror the changes in your life. We partner with you via ongoing communications and regularly scheduled meetings, which allow us to make the necessary adjustments as your financial situation evolves.

Estate Planning & Trusts

Our financial advisors will work with you to help develop a plan that is aligned with your personalized retirement plan. Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry and implementing your directives in a tax-efficient manner are all important parts of what a well-devised estate plan will do for you.

Tax Advice and Services

We understand that the complexity of modern retirement means investment management and retirement planning need to be combined with tax planning to help you reach your financial goals. Your approach to tax planning should be forward-thinking, as well. We'll work with you and your advisor to create a tax plan that analyzes your situation, not only today, but years from now.



Disclaimer

Advisory services offered through Allworth Financial, a Registered Investment Advisor. Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC.

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM
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