Jennifer Lamb (CRD# 6728867) is an Investment Advisor Representative working at Cox Advisors, LLC in Chandler, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cox Advisors, LLC | Chandler, AZ | Oct 2015 - Current | 8 |
| Arizona Floral Exchange | Gilbert, AZ | Nov 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- AZ
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$97,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
AZ
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