What departments does BAM Advisor Services have?

BAM Advisor Services has employees across 10 departments including Legal, Operations, Administrative, Support, Program & Project Management.

What is the largest department at BAM Advisor Services?

The largest department at BAM Advisor Services is Legal with 3 employees.

Where are BAM Advisor Services employees located globally?

BAM Advisor Services has employees across 1 continents and 1 countries including United States Of America.

How has BAM Advisor Services's team size changed over time?

BAM Advisor Services's team has remained stable from approximately 6 to 6 employees based on available data.

BAM Advisor Services Employee Directory

Financial ServicesMissouri, United States201-500 Employees

BAM Advisor Services functions as a turnkey partner for independent wealth management practices, helping them grow and operate more efficiently. It serves about 140 firms nationwide by providing strategic growth guidance, operational support, and evidence-based investing tools. Collectively, the BAM ALLIANCE community serves more than 18,000 clients and their families. Based in St. Louis, Missouri, the company operates in the financial services sector as a mid-sized firm serving a network of independent wealth managers. It collaborates with member firms to deliver business development guidance and essential administrative support. In 2018, Loring Ward merged with BAM Advisor Services, extending its alliance within the wealth management community.

BAM Advisor Services Global Highlights

North America
179

United States Of America
179

BAM Advisor Services's Leadership

S. O. T.
Chief Talent Officer Board Member
Mobile Phone
Email
J. F.
President & Chief Operating Officer
Mobile Phone
Email
J. Y.
Associate General Counsel And Chief Compliance Officer
Mobile Phone
Email
S. P.
General Counsel & Chief Compliance Officer
Mobile Phone
Email
A. M.
Director Trading
Mobile Phone
Email
A. M.
Associate Regional Director
Mobile Phone
Email
C. S.
Regional Director
Mobile Phone
Email
J. H.
Office Director
Mobile Phone
Email

BAM Advisor Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Media & Communications
Accounting
Administrative
Other
Quality Assurance

Contact profiles from BAM Advisor Services

Name

Title

Contact Info

Location

Last Update

E. F.
Bam Billing Support Specialist
Mobile Phone
Email
Oct 23, 2024
J. G.
Advisory Team Associate
Mobile Phone
Email
Oct 18, 2024
J. L.
Chartered Financial Analyst
Mobile Phone
Email
Oct 17, 2024
J. M.
Portfolio Advisor
Mobile Phone
Email
Oct 22, 2024
J. D.
Cpa
Mobile Phone
Email
Oct 18, 2024
J. G.
Operations Specialist
Mobile Phone
Email
Oct 17, 2024
J. C.
Client Service Specialist
Mobile Phone
Email
Oct 22, 2024
K. L.
Professional Development Specialist
Mobile Phone
Email
Oct 22, 2024
K. D.
Human Resources Specialist
Mobile Phone
Email
Oct 18, 2024
L. M.
Client Service Specialist
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is BAM Advisor Services known for?

BAM Advisor Services was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-314-725-****

. Explore BAM Advisor Services's company overview page for more information.

What is BAM Advisor Services's most common email format?

BAM Advisor Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BAM Advisor Services email formats with LeadIQ.

How many employees does BAM Advisor Services have currently?

BAM Advisor Services has approximately 201 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are BAM Advisor Services's key employees and leadership?

As of July 2026, BAM Advisor Services's key employees include:

Chief Talent Officer Board Member: S. O. T.
President & Chief Operating Officer: J. F.
Associate General Counsel And Chief Compliance Officer: J. Y.
General Counsel & Chief Compliance Officer: S. P.
Director Trading: A. M.

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BAM Advisor Services Employee Directory

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