Daniel Lamb has been an investment adviser representative at First Advisors National since August 2020, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Daniel Lamb’s longest registration is the current one, 6 years at First Advisors National since 2020. Before joining First Advisors National in 2020, Daniel Lamb was registered through Cambridge Investment Research Advisors, Inc.
- First Advisors National, LLCCurrent– present · 6 yearsApple Valley, CA · Adviser representative · Firm CRD 166212
- Cambridge Investment Research Advisors, Inc.– · under a yearApple Valley, CA · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Daniel Lamb is registered as an investment adviser representative in California, since August 2020.
- CaliforniaSince 12 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 October 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Daniel Lee Lamb
- CRD
- 4256622
- Firm
- First Advisors National · CRD 166212
- Office
- Apple Valley, CA
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Lamb work?
Daniel Lamb is an investment adviser representative registered through First Advisors National, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Lamb a financial advisor?
Yes. Daniel Lamb has a current investment-adviser registration in California, through First Advisors National since August 2020.
How many years of experience does Daniel Lamb have?
Daniel Lamb has 19 years in the financial industry, since February 2007, across 2 adviser firms.
What exams has Daniel Lamb passed?
Daniel Lamb has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in October 2000. FINRA credited Daniel Lamb with the SIE, which began in October 2018.
Where is Daniel Lamb based?
Daniel Lamb’s registered office is in Apple Valley, CA.
Is Daniel Lamb registered with FINRA?
No. Daniel Lamb has no current broker registration.
How can I verify Daniel Lamb’s record?
Search CRD 4256622 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Lamb’s full registration record.
