Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Claude Lamb is an investment advisor representative with LPL Financial LLC in MELBOURNE, FL. Matthew Claude Lamb has been in the industry since 2012. Matthew Claude Lamb has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and the General Securities Representative Examination. Matthew Claude Lamb is registered in 23 states. Matthew Claude Lamb's firm, LPL Financial LLC, has more than $50 billion in assets under management and serves over 168,000 clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/16/2019 - Present
LPL Financial LLC (MELBOURNE FL)
BOTH
Issued 12/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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