Daniel Lamb is a registered investment advisor at First Advisors National, LLC, based in Apple Valley, CA, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
Apple Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent for various companies since 2012, dedicating full-time hours to this activity. He also serves as a trustee for VFW Post 2924 and treasurer for High Desert Marines, spending minimal time on each. Daniel also operates under the DBA name Daniel L Lamb Financial and Insurance Services.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Avalon Investment & Securities Group, INC.Broker
Veritrust Financial, LLCBroker
C C F Investments, INC.Broker
The Leaders Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.