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Samuel David Lamb

State Farm Investment Management Corp.

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About Samuel David Lamb

Samuel David Lamb is an investment advisor representative with State Farm Investment Management Corp. Samuel has been in the financial services industry since 2006. Samuel is licensed in Arizona, California, Nevada, and Oregon. Samuel has experience with State Farm Mutual Automobile Insurance Company and its affiliates, as well as Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Samuel holds the Series 7, Series 66, and Series 6TO licenses. Samuel is located in Alhambra, California, and is associated with the firm's Alhambra, California branch office. Samuel is a financial advisor representative with State Farm Investment Management Corp.

Firm Information

Samuel Lamb is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Samuel Lamb’s Registration & Firm History

CA

05/14/2020 - Present

State Farm Investment Management Corp. (Alhambra CA)

CA

01/03/2011 - 12/17/2013

WELLS FARGO ADVISORS, LLC (PASADENA CA)

CA

04/25/2006 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (PASADENA CA)

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Licenses & Designations

BOTH

Issued 10/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel David Lamb.
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