Adviser and broker representative · Cavanal Hill Investment Management, Inc.
William J. Lamb
CRD 5145968 · Tulsa, OK
At a glance
William J. Lamb is an investment adviser representative with Cavanal Hill Investment Management, Inc. in Tulsa, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2013, about 13 years ago. William is also registered as a broker representative.
Current advisory firm
- Cavanal Hill Investment Management, Inc.Since June 2021Tulsa, OK · $15B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 8 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.