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David Russell Lamb

Chelsea Financial Services

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About David Russell Lamb

David Lamb is a financial advisor with over 30 years of experience in the financial industry. David currently works at Chelsea Financial Services. Previously, David was with MIDAMERICA FINANCIAL SERVICES, INC., PARK AVENUE SECURITIES LLC, LOCKTON FINANCIAL ADVISORS, LLC, NYLIFE DISTRIBUTORS LLC, VALIC FINANCIAL ADVISORS, INC. and THE VARIABLE ANNUITY MARKETING COMPANY. David holds a Series 6, 7, 24, 26, 51, 63 and 65 licenses and is registered in Georgia.

Firm Information

David Lamb is currently registered with Chelsea Financial Services. Chelsea Financial Services is a corporation formed on May 5, 1999. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

39

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.

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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David Lamb’s Registration & Firm History

NY

01/13/2016 - Present

Chelsea Financial Services (STATEN ISLAND NY)

MO

12/21/2010 - 10/27/2015

MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)

GA

07/22/2009 - 10/22/2010

PARK AVENUE SECURITIES LLC (ATLANTA GA)

GA

05/09/2008 - 07/07/2009

LOCKTON FINANCIAL ADVISORS, LLC (ATLANTA GA)

NJ

09/13/2004 - 04/15/2008

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

TX

02/04/1998 - 09/10/2004

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

04/24/1992 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 12/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/26/2000

Series 24 - General Securities Principal Examination

BC

Issued 08/17/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/10/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Russell Lamb.
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