Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lamn is a financial advisor with Stonemark Wealth Management in Pasadena, CA. Terry has been in the financial industry since 2006 and has a broad range of experience, working previously for TD Ameritrade, Charles Schwab, Merrill Lynch, Fidelity Brokerage Services, and Wells Fargo. Terry is a Certified Financial Planner and holds the Series 66, 24, 7, and SIE licenses. Terry specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Terry is also a licensed insurance agent and part-time event photographer.
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.
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 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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/08/2024 - Present
Stonemark Wealth Management (PASADENA CA)
CA
01/26/2022 - 07/02/2024
CHARLES SCHWAB & CO., INC. (Pasadena CA)
CA
12/13/2011 - 05/11/2024
TD AMERITRADE, INC. (Pasadena CA)
CA
10/31/2011 - 11/11/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DIAMOND BAR CA)
CA
01/03/2007 - 09/23/2011
FIDELITY BROKERAGE SERVICES LLC (PASADENA CA)
CA
03/02/2006 - 12/13/2006
WELLS FARGO INVESTMENTS, LLC (CITY OF INDUSTRY CA)
BOTH
Issued 03/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Terry Lamn is the right advisor for you? Invested Better is here to help.
