Michael Lamb (CRD# 4549982) is an Investment Advisor Representative working at Monetary Solutions, Ltd. in Dayton, OH and has 1 year of experience in the finance industry. Michael Lamb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monetary Solutions, Ltd | Dayton, OH | Sep 1998 - Current | 25 |
| Goldshot, Lamb & Hobbs, Inc. | Dayton, OH | Jul 1984 - Current | 39 |
- OH
- TX
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Total Assets Under Management128MILLIONS
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Total Number of Accounts142ACCOUNTS
-
Average Account Value$902,148
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
OH, TX
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