Michelle Lamb has been an investment adviser representative at Volk Financial since January 2021, and is not listed among the firm’s executive officers or direct owners. Michelle Lamb studied at Brown University.
Volk Financial LLC is a Falmouth, ME firm with $117M under management, 176 clients and 2 advisers across 2 offices, as of its September 2026 filing.
Michelle M. Lamb is Investment Advisor Representative at Maine Advisory Associates. She has over 10 years of experience in environmental, social and corporate governance (ESG) research, after which she became an equity analyst at Atlantic Trust and a portfolio manager at Aurora Financial Group. She oversaw data reconciliation and client services while serving as a financial planner at Cornerstone Financial Planning.
Michelle Lamb’s longest registration is the current one, 5 years at Volk Financial since 2021. Before joining Volk Financial in 2021, Michelle Lamb was registered through Maine Advisory Associates, Inc. and Cornerstone Financial Planning, LLC.
- Maine Advisory Associates, Inc.– · under a yearPortland, ME · Adviser representative · Firm CRD 173886
- Cornerstone Financial Planning, LLC– · under a yearPortland, ME · Adviser representative · Firm CRD 129656
- Aurora Financial Group, LLC– · 1 yearPortland, ME · Adviser representative · Firm CRD 134895
Professional designations
Listed by Volk Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michelle Lamb is registered as an investment adviser representative in 2 states. The first approvals date from January 2021; the most recent is Texas, in July 2026.
- MaineSince 4 January 2021
- TexasSince 24 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michelle Marie Lamb
- CRD
- 6857674
- Firm
- Volk Financial · CRD 311679
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- maineadvisory.com
Where does Michelle Lamb work?
Michelle Lamb is an investment adviser representative registered through Volk Financial LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Lamb a financial advisor?
Yes. Michelle Lamb has a current investment-adviser registration in Maine and Texas, through Volk Financial since January 2021.
How many years of experience does Michelle Lamb have?
Michelle Lamb has 8 years in the financial industry, since April 2018, across 4 adviser firms.
What exams has Michelle Lamb passed?
Michelle Lamb passed the Series 65 in January 2018.
Where did Michelle Lamb work before Volk Financial?
Before Volk Financial, Michelle Lamb was registered through Cornerstone Financial Planning, LLC, June 2019 to April 2020; Aurora Financial Group, LLC, January 2018 to May 2019.
Is Michelle Lamb registered with FINRA?
No. Michelle Lamb has no current broker registration.
Is Michelle Lamb a CFP?
Volk Financial lists Michelle Lamb with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michelle Lamb’s record?
Search CRD 6857674 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Lamb’s full registration record.
