Alan Lamb (CRD# 7644707) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Portland, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paulson Investment Advisors | Beverly Hills, CA | May 2023 - Current | 1 |
| Paulson Investment Company, LLC | Beverly Hills, CA | Apr 2023 - Current | 1 |
| Lpl Financial | Lancaster, CA | Oct 2022 - Apr 2023 | < 1 |
| Jameson's Pub | Santa Monica, CA | Aug 2021 - Oct 2022 | 1 |
| Unemployed | Washington, DC | May 2019 - Aug 2021 | 2 |
| Drinkwell, LLC | Washington, DC | Jun 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$580,312
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, MA, MD, NY, OR, PA, RI, VA
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