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Todd Matthew Lamb

Fidelity Brokerage Services LLC

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About Todd Matthew Lamb

Todd Matthew Lamb is a financial advisor with Fidelity Brokerage Services LLC. Todd has been in the financial services industry since 1999. Todd holds the Series 6, 7, 26, and 63 licenses and has been registered in 15 states. Todd has previous experience with Fidelity Investments Institutional Services Company, Inc., Diversified Investors Securities Corp., and MML Investors Services, Inc..

Firm Information

Todd Lamb is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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Todd Lamb’s Registration & Firm History

RI

01/01/2008 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

UT

09/12/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)

UT

08/17/2007 - 09/12/2007

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

WA

12/05/2005 - 07/09/2007

DIVERSIFIED INVESTORS SECURITIES CORP. (SEATTLE WA)

MA

03/07/2005 - 09/13/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

RI

05/06/1994 - 06/12/2000

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 04/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/04/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Todd Matthew Lamb.
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