Terry A Lamn
Investment adviser representative at Stonemark Wealth Management
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$609.8MFirm assets
Are you Terry A Lamn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Stonemark Wealth ManagementAug 2024 to now
- Charles Schwab & Co., Inc.Oct 2022 to Jul 2024
- Charles Schwab Bank, SsbOct 2022 to Jul 2024
- Tdameritrade IncNov 2011 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Stonemark Wealth Management
Legal name: Wespac Advisors Socal, LLC
$609.8MAssets managed
411Clients
10Advisers
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
- 5084194
- Firm CRD
- 158413