Samuel Lamb, financial advisor Alhambra CA

Samuel Lamb

CRD Number: 4951725
Current Firm: State Farm Investment Management Corp.

Samuel Lamb (CRD# 4951725) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Alhambra, CA and has over 17 years of experience in the finance industry.

Similar Advisors
 , financial advisor Alhambra CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor Alhambra CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Alhambra CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Company Name Location Dates Years
State Farm Investment Management Company Alhambra, CA Feb 2020 - Current 4
Sam Lamb Insurance Agency Alahambra, CA Sep 2016 - Current 7
State Farm Vp Management Corp. Alahambra, CA Sep 2016 - Current 7
Sam Lamb Insurance Agency San Dimas, CA Dec 2014 - Sep 2016 1
State Farm Vp Management Corp San Dimas, CA Dec 2014 - Sep 2016 1
State Farm Vp Management Corp Monrovia, CA Jan 2014 - Nov 2014 < 1
State Farm Insurance Monrovia, CA Dec 2013 - Nov 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Samuel D. Lamb
Phone Number: 800-447-0740
Registered State(s):
  • AZ
  • CA
  • NV
  • OR
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.