Corey Lampman has been an investment adviser representative at BTS Asset Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
BTS Asset Management Inc is a Lincoln, MA firm with $145M under management, 448 clients and 4 advisers in one office, as of its March 2026 filing.
- BTS Asset Management, Inc.Current– present · 1 yearLincoln, MA · Adviser representative · Firm CRD 105215
Investment adviser representative registrations
Corey Lampman is registered as an investment adviser representative in Massachusetts, since March 2025.
- MassachusettsSince 7 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 9 March 2026 |
| Series 66 | Uniform Combined State Law Examination | 21 July 2023 |
| Series 7TO | General Securities Representative Examination | 20 March 2023 |
| SIE | Securities Industry Essentials Examination | 1 December 2022 |
- Name
- Compliance Officer Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7609536
- Firm
- BTS Asset Management · CRD 105215
- Office
- 55 OLD BEDFORD ROAD, SUITE 203, Lincoln, MA 01773
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Corey Lampman work?
Corey Lampman is an investment adviser representative registered through BTS Asset Management Inc since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Corey Lampman a financial advisor?
Yes. Corey Lampman has a current investment-adviser registration in Massachusetts, through BTS Asset Management since March 2025.
How many years of experience does Corey Lampman have?
Corey Lampman has 3 years in the financial industry, since March 2023, across 1 adviser firm.
What exams has Corey Lampman passed?
Corey Lampman has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 14. The earliest, the SIE, was passed in December 2022.
Where is Corey Lampman based?
Corey Lampman’s registered office is in Lincoln, MA.
Is Corey Lampman registered with FINRA?
Yes. Corey Lampman has a current broker registration, under CRD 7609536.
Source: FINRA BrokerCheck
How can I verify Corey Lampman’s record?
Search CRD 7609536 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Corey Lampman’s full registration record.
