Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cecil Lamb is a registered representative with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. Christopher has over 20 years of experience in the financial services industry. Christopher holds the Series 7, Series 63, and Series 65 licenses. Christopher's professional experience includes roles at Edward Jones, New England Securities, State Farm VP Management Corp, and First Citizens Securities Corporation. Christopher specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, corporations and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
05/15/2017 - Present
First Citizens Investor Services, Inc. (SUMTER SC)
SC
02/12/2007 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (SUMTER SC)
SC
01/19/2005 - 01/05/2007
STATE FARM VP MANAGEMENT CORP. (SUMTER SC)
NY
08/16/2004 - 01/04/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MO
08/21/2001 - 08/11/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Lamb is the right advisor for you? Invested Better is here to help.
