Daniel Charles Lamb
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
4 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ameriprise Financial Services, IncApr 2019 to now
- Massmutual of Greater PhiladelphiaJan 2019 to Apr 2019
- AXA AdvisorsMay 2017 to Jul 2018
- Temple Resev LLCJan 2017 to Jan 2019
- Temple UniversityAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (IN, NJ, PA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7094794
- Firm CRD
- 6363