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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Lamb is an Investment Advisor Representative at Cetera Investment Advisers LLC. John has been in the financial services industry since 1996. John is registered to provide investment advice in Oklahoma and Texas. John is also a registered representative in 15 states including Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Nevada, New Mexico, Ohio, Oklahoma, Puerto Rico, and Texas. John holds a Series 6, Series 7, Series 63 and Series 65 license. John is a financial advisor with over 25 years of experience and is committed to providing personalized financial advice and planning services to individuals, families, and businesses. John is a strong advocate for his clients and strives to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
01/28/1997 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BARTLESVILLE OK)
GA
02/06/1995 - 07/05/1995
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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