Lisa Lamb, financial advisor Williamstown MA
96 score

Lisa Lamb

CRD Number: 5879827
Current Firm: Commonwealth Financial Network

Lisa Lamb (CRD# 5879827) is an Investment Advisor Representative working at Commonwealth Financial Network in Williamstown, MA and has over 5 years of experience in the finance industry. Lisa 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.

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Professional Designations
Company Name Location Dates Years
True North Financial Services Williamstown, MA Sep 2014 - Current 2
Commonwealth Financial Network Waltham, MA Sep 2014 - Current 2
Ballentine Partners, LLC Waltham, MA Mar 2012 - Sep 2014 2
Ballentine Partners, LLC Waltham, MA Sep 2010 - Mar 2012 1
Par Management, LLC Newton, MA Sep 2009 - Aug 2010 < 1
Blue Cross Blue Shield Of Ri Providence, RI Oct 2007 - Aug 2009 1
Home Loan Bank Warrick, RI Aug 2007 - Sep 2007 < 1
Buxton School Williamstown, MA Jun 2007 - Jul 2007 < 1
Assumption College Worcester, MA Sep 2006 - May 2007 < 1
Buxton School Williamstown, MA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Lisa J. Lamb
Phone Number: 781-736-0700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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