DL
DL

Daniel Lee Lamb

18 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

Apple Valley, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
June 2020 - September 2020 · 3 mos
Cambridge Investment Research, INC.Broker
November 2015 - September 2020 · 4 yrs 10 mos
Avalon Investment & Securities Group, INC.Broker
December 2011 - November 2015 · 3 yrs 11 mos
Veritrust Financial, LLCBroker
August 2009 - December 2009 · 4 mos
C C F Investments, INC.Broker
May 2007 - October 2007 · 5 mos
The Leaders Group, INC.Broker
May 2001 - June 2005 · 4 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.