Mark Lamb (CRD# 2248587) is an Investment Advisor Representative working at Vector Financial Solutions, Inc. in Escondido, CA and has over 31 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Vector Financial Solutions, Inc. | Oceanside, CA | Nov 2020 - Current | 3 |
Double Diamond Financial | Oceanside, CA | Aug 2003 - Current | 20 |
Royal Alliance Associates, Inc. | Lafayette, CA | Nov 2018 - Nov 2020 | 2 |
Sii Jhfn | Honolulu, HI | Mar 2016 - Nov 2018 | 2 |
Next Financial Group | Oceanside, CA | Feb 2004 - Mar 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1993 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2000 |
- CA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts261ACCOUNTS
-
Average Account Value$214,969
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA
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