AL
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Andrew Donald Lamb

10 Years of Experience
Broker
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

90 North Miller Road, Akron, OH, 44333

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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 Activities

Andrew is involved in several outside business activities, including serving as chairman for a pediatric palliative care family fund and Akron Children's Hospital's palliative care center, and as a financial advisor for W3 Wealth Advisors LLC. He also owns Sand Run Properties LLC and Hemlock Properties LLC, and is a shareholder in W3 Global LLC.

Employment History
Current Registrations
W3 Wealth Advisors, LLC
July 2019 - Present · 6 yrs 7 mos
Valmark Advisers, INC.
June 2019 - Present · 6 yrs 8 mos
Valmark Securities, INC.Broker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2014 - June 2019 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2014 - June 2019 · 4 yrs 6 mos
State Registrations30 states
AKALAZCACODCFLILINKSKYLAMAMEMIMNMOMSNCNMNVOHORPASCSDTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.