Thomas B. Lamb

Financial advisor at Kestra Advisory Services, LLC · Austin, TX

Last updated 2026-10-10

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Thomas B. Lamb is a financial advisor at Kestra Advisory Services, LLC in Austin, TX, CRD 5090927. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2016-04-25.

Registration

CRD number
5090927
Registration status
Active
IAPD registration
2016-04-25
Industry Experience
10 years
Work Experience
16 years
States registered
TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2016-04 to Present · Kestra Financial Services, Inc · Austin, TX
  • 2016-04 to Present · Kestra Advisory Services, LLC · Austin, TX
  • 2009-11 to Present · Kestra Investment Services, LLC · Austin, TX

Current employment

SEC IAPD record for Thomas B. Lamb

Kestra Advisory Services, LLC

Regulatory AUM
$79,798,091,767
Registered advisors
1,479
Offices
1,251
Clients per advisor
79.4 (Moderate)
Average AUM per client
$679.7K (Low)
High-net-worth client ratio
22.3% (Moderate)

Kestra Advisory Services, LLC: advisors, services and reported ETF investments

About

Thomas B. Lamb is a financial advisor at Kestra Advisory Services, LLC in Austin, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 10 years of industry experience and 16 years of reported work history. Reported roles include Kestra Financial Services, Inc, Kestra Investment Services, LLC.

SEC disclosures list additional business and community activities: Business Name: 5202 Harvest Cir Investment Related: No Address: 5202 Harvest Cir Austin Tx 78745 Nature Of Business: Real Estate Position.

Kestra Advisory Services, LLC's firm-level Form ADV reports 1,479 advisors across 1,251 offices; approximately 79.4 clients per advisor, average assets per client of $679,694, and regulatory AUM of $79.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $18.2B across 1,410 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas B. Lamb personally.

Reported ETF positions

Kestra Advisory Services reports 1,410 ETF positions worth $18.2B on Form 13F; the largest are listed.

Largest ETF positions reported by Kestra Advisory Services
FundReported value
QQQ — Invesco QQQ Trust, Series 1$588.7M
IVV — iShares Core S&P 500 ETF$579.4M
SPY — SPDR S&P 500 ETF TRUST$398.8M
CGDV — Capital Group Dividend Value ETF$342.7M
VOO — Vanguard S&P 500 ETF$333.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Kestra Advisory Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency

Location

1250 Capital of Texas Hwy S. #2-125, Austin, TX 78746

7 advisors at this office.

Kestra Advisory Services office in Austin, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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