Christopher Lamb, financial advisor Sumter SC

Christopher Lamb

CRD Number: 4418087
Current Firm: First Citizens Investor Services, Inc.

Christopher Lamb (CRD# 4418087) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Sumter, SC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services, Inc. Sumter, SC Jan 2016 - Current 8
First Citizens Investor Services Columbia, SC Apr 2010 - Current 14
First Citizens Securities Corp Columbia, SC Feb 2007 - Jan 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Apr 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher C. Lamb
Phone Number: 800-229-0205
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,729
    MILLIONS
  • Total Number of Accounts
    6,086
    ACCOUNTS
  • Average Account Value
    $284,149
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV

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