Terry Lamn has been an investment adviser representative at WESPAC Advisors SoCal since August 2024, and is not listed among the firm’s executive officers or direct owners.
Wespac Advisors Socal, LLC is a Pasadena, CA firm with $610M under management, 411 clients and 8 advisers across 2 offices, as of its June 2026 filing.
Terry Lamn’s longest registration was 11 years at TD Ameritrade Investment Management, LLC (2011–2023). Before joining WESPAC Advisors SoCal in 2024, Terry Lamn was registered through Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC.
- Stonemark Wealth ManagementCurrent– present · 2 yearsPasadena, CA · Adviser representative · Firm CRD 158413
- Charles Schwab & Co., Inc.– · 2 yearsPasadena, CA · Adviser representative · Firm CRD 5393
- TD Ameritrade Investment Management, LLC– · 11 yearsPasadena, CA · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 10 yearsPasadena, CA · Adviser representative · Firm CRD 7870
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearDiamond Bar, CA · Adviser representative · Firm CRD 7691
- Strategic Advisers, Inc.– · 3 yearsPasadena, CA · Adviser representative · Firm CRD 104555
- Wells Fargo Investments, LLC– · under a yearCity of Industry, CA · Adviser representative · Firm CRD 10582
Investment adviser representative registrations
Terry Lamn is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2024; the most recent is Texas, in October 2025.
- CaliforniaSince 8 August 2024
- TexasResidentSince 31 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 January 2017 |
| Series 66 | Uniform Combined State Law Examination | 11 March 2006 |
| Series 7 | General Securities Representative Examination | 1 March 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Terry A Lamn
- CRD
- 5084194
- Firm
- WESPAC Advisors SoCal · CRD 158413
- Office
- 225 S. LAKE AVENUE, SUITE 1170, Pasadena, CA 91101
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Terry Lamn work?
Terry Lamn is an investment adviser representative registered through Wespac Advisors Socal, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Terry Lamn a financial advisor?
Yes. Terry Lamn has a current investment-adviser registration in California and Texas, through WESPAC Advisors SoCal since August 2024.
How many years of experience does Terry Lamn have?
Terry Lamn has 20 years in the financial industry, since June 2006, across 7 adviser firms.
What exams has Terry Lamn passed?
Terry Lamn has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in March 2006. FINRA credited Terry Lamn with the SIE, which began in October 2018.
Where did Terry Lamn work before WESPAC Advisors SoCal?
Before WESPAC Advisors SoCal, Terry Lamn was registered through Charles Schwab & Co., Inc., January 2022 to July 2024; TD Ameritrade Investment Management, LLC, December 2011 to September 2023; TD Ameritrade, Inc., December 2011 to October 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2011 to November 2011; Strategic Advisers, Inc., December 2007 to September 2011; Wells Fargo Investments, LLC, March 2006 to December 2006.
Where is Terry Lamn based?
Terry Lamn’s registered office is in Pasadena, CA.
Is Terry Lamn registered with FINRA?
No. Terry Lamn has no current broker registration.
How can I verify Terry Lamn’s record?
Search CRD 5084194 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Lamn’s full registration record.