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Daniel Lee Lamb

First Advisors National, LLC

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About Daniel Lee Lamb

Daniel Lamb is a financial professional registered with First Advisors National, LLC. Daniel holds Series 6, Series 63, and Series 65 licenses and the SIE exam. Daniel has over 20 years of experience in the industry. Daniel also has experience at Cambridge Investment Research, Inc., Avalon Investment & Securities Group, Inc., Veritrust Financial, LLC, and The Leaders Group, Inc. Daniel Lamb is a registered investment advisor in California, offering financial planning, retirement planning consultations, and portfolio management services.

Firm Information

Daniel Lamb is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/endorsement fees

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Daniel Lamb’s Registration & Firm History

CA

08/12/2020 - Present

First Advisors National, LLC (Apple Valley CA)

CA

11/02/2015 - 09/09/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (Apple Valley CA)

AL

12/02/2011 - 11/02/2015

AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)

TX

08/14/2009 - 12/16/2009

VERITRUST FINANCIAL, LLC (AUSTIN TX)

GA

05/23/2007 - 10/04/2007

C C F INVESTMENTS, INC. (GREENSBORO GA)

CO

05/22/2001 - 06/15/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

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Licenses & Designations

IA

Issued 06/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Lee Lamb.
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