Daniel Lamb (CRD# 4256622) is an Investment Advisor Representative working at First Advisors National, LLC in Apple Valley, CA and has over 23 years of experience in the finance industry.
CRD# 1105623
Next Financial Group, Inc.
CRD# 5273806
Edward Jones
CRD# 4759122
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2020 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2015 - Current | 8 |
| Self Employed | Victorville, CA | Feb 2009 - Current | 15 |
| Vrm | San Clemente, CA | Sep 2011 - Nov 2015 | 4 |
| Avalon Investment & Securities Group, Inc. | Muscle Shoals, AL | Dec 2011 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CA
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Total Assets Under Management448MILLIONS
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Total Number of Accounts4,892ACCOUNTS
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Average Account Value$91,633
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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