Curtis Lamb has held the title Member at Narus Financial Partners since October 2014, is a control person of the firm and directly owns between 25% and 50% of it.
Narus Financial Partners, LLC is a Salt Lake City, UT firm with $559M under management, 208 clients and 6 advisers across 3 offices, as of its October 2026 filing.
Curtis Lamb’s longest registration is the current one, 11 years at Narus Financial Partners since 2014. Before joining Narus Financial Partners in 2014, Curtis Lamb was registered through Charles Schwab & Co., Inc.
- Blacksheep Advisor– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 310123
- – present · 11 yearsSalt Lake City, UT · Adviser representative · Firm CRD 173534
- Charles Schwab & Co., Inc.– · 8 yearsOrem, UT · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Curtis Lamb is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2014; the most recent is Texas, in May 2022.
- TexasResidentSince 27 May 2022
- UtahSince 27 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 September 2006 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 March 2001 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 8 February 2001 |
| Series 7 | General Securities Representative Examination | 29 July 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 July 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 July 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Curtis Teichert Lamb
- CRD
- 2774690
- Firm
- Narus Financial Partners · CRD 173534
- Role
- Member
- Office
- 1245 E. BRICKYARD ROAD, SUITE 160, Salt Lake City, UT 84106
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Curtis Lamb work?
Curtis Lamb has held the title Member at Narus Financial Partners, LLC since October 2014, and is a control person of the firm.
Is Curtis Lamb a financial advisor?
Yes. Curtis Lamb has a current investment-adviser registration in Texas and Utah, through Narus Financial Partners since October 2014.
How many years of experience does Curtis Lamb have?
Curtis Lamb has 20 years in the financial industry, since October 2006, across 3 adviser firms.
What exams has Curtis Lamb passed?
Curtis Lamb has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 9, Series 10 and Series 66. The earliest, the Series 6, was passed in July 1996. FINRA credited Curtis Lamb with the SIE, which began in October 2018.
Where did Curtis Lamb work before Narus Financial Partners?
Before Narus Financial Partners, Curtis Lamb was registered through Charles Schwab & Co., Inc., October 2006 to October 2014.
Where is Curtis Lamb based?
Curtis Lamb’s registered office is in Salt Lake City, UT.
Is Curtis Lamb registered with FINRA?
No. Curtis Lamb has no current broker registration.
How can I verify Curtis Lamb’s record?
Search CRD 2774690 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Curtis Lamb’s full registration record.