Lisa LambCRD 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.
Atlas Private Wealth Management, LLC
Commonwealth Financial Network
Commonwealth Financial Network
|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|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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