Daniel
Lamb

First Advisors National, LLC

CRD#4256622
Investment Advisor
in Apple Valley, CA

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About this Advisor

Daniel Lamb is a financial advisor based in Apple Valley, California, working with First Advisors National, LLC. Daniel has previously held positions at Vrm, Avalon Investment & Securities Group, Inc, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Daniel is part of First Advisors National, LLC, which operates out of Apple Valley, California. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

Apple Valley, CA

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

CA Average: $3,570,121,308
Total Number of Employees

70

CA Average: 58
Total Number of Accounts

4,892

CA Average: 1,608
Average Account Size

$91,633

CA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Daniel Lamb Work History

2020 - Present (4 years)

Cambridge Investment Research Advisors, Inc

2015 - Present (9 years)

Cambridge Investment Research, Inc

2011 - 2015 (4 years)

Vrm

2011 - 2015 (4 years)

Avalon Investment & Securities Group, Inc

Disclosures

Please visit the SEC profile of Daniel Lamb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Advisors National, LLC

William Goaslind
Phoenux, AZ
Brendan Houlihan
Palos Heights, IL
Michael Schessler
Chicago, IL
Elwood Chambers
Crossville, TN
Joseph Maggiore
Virginia Beach, VA
Jeremy Vaught
Apache Junction, AZ
Jose Hernandez-Gomez
Long Beach, CA
Teresa Young
Hoffman Estates, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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