Michelle Lamb (CRD# 6857674) is an Investment Advisor Representative working at Maine Advisory Associates in Falmouth, ME and has over 6 years of experience in the finance industry. Michelle 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# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Volk Financial Llc Dba Maine Advisory Associates | Falmouth, ME | Nov 2020 - Current | 3 |
Maine Advisory Associates, Inc. | New Sharon, ME | Mar 2020 - Jan 2021 | < 1 |
Cornerstone Financial Planning, LLC | Newington, NH | May 2019 - Mar 2020 | < 1 |
Aurora Financial Group, LLC | Portland, ME | Apr 2017 - May 2019 | 2 |
Student | Portland, ME | Nov 2016 - Mar 2017 | < 1 |
Atlantic Trust | Portland, ME | Jan 2014 - Oct 2016 | 2 |
Three M Properties, LLC | Falmouth, ME | Mar 2012 - Dec 2014 | 2 |
Gmi Ratings | Portland, ME | Aug 2008 - Dec 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- ME
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts447ACCOUNTS
-
Average Account Value$154,286
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
ME, NH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.