Stephen LambCRD Number: 5938659
Current Firm: Horter Investment Management, LLC
Stephen Lamb (CRD# 5938659) is an Investment Advisor Representative working at Horter Investment Management, LLC in Davidson, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Horter Investment Management, LLC||Davidson, NC||Jun 2011 - Current||6|
|The Lamb Firm||Charlotte, NC||Mar 1993 - Jun 2011||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management1,016MILLIONS
Total Number of Accounts13,925ACCOUNTS
Average Account Value$72,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV