Mackenzie Lamb, financial advisor Saint Louis MO
90 score

Mackenzie Lamb

CRD Number: 6053764
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Mackenzie Lamb (CRD# 6053764) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Saint Louis, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Horseman Group/npc St. Louis, MO Apr 2012 - Current 4
Sun City Hilton Head Hilton Head Island, SC Mar 2010 - Apr 2012 2
Bonefish Grill Hilton Head Island, SC Aug 2009 - May 2010 < 1
Growlers St. Louis, SC May 2009 - Aug 2009 < 1
Unemployed St. Louis, MO Nov 2008 - May 2009 < 1
Ameristar Casino Resort SPA St. Charles, MO Oct 2007 - Nov 2008 1
Unemployed St. Louis, MO Aug 2007 - Oct 2007 < 1
University Of South Carolina Columbia, SC Aug 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Mackenzie K. Lamb
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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