Daniel Lamb, financial advisor Cherry Hill NJ

Daniel Lamb

CRD Number: 7094794
Current Firm: Ameriprise Financial Services, LLC

Daniel Lamb (CRD# 7094794) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cherry Hill, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Cherry Hill, NJ Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Haddon Hgts, NJ Apr 2019 - Mar 2020 < 1
Massmutual Of Greater Philadelphia Bala Cynwyd, PA Jan 2019 - Apr 2019 < 1
Temple Resev LLC Philadelphia, PA Jan 2017 - Jan 2019 2
Temple University Philadelphia, PA Aug 2014 - Dec 2018 4
Axa Advisors Bala Cynwyd, PA May 2017 - Jul 2018 1
Unemployed Philadelphia, PA Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Daniel C. Lamb
Phone Number: 612-671-3131
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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