Daniel Lee Lamb
Investment adviser representative at First Advisors National, LLC
17 yearsExperience
1 stateRegistered in
$505.9MFirm assets
13 yearsFirm in business
Are you Daniel Lee Lamb? Claim your profile
Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- First Advisors National, LLCAug 2020 to now
- Cambridge Investment Research Advisors, Inc.Jun 2020 to now
- Cambridge Investment Research, Inc.Nov 2015 to now
- Self EmployedFeb 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
First Advisors National, LLC
$505.9MAssets managed
4,858Clients
79Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4256622
- Firm CRD
- 166212