Daniel L. Lamb

FIRST ADVISORS NATIONAL

Apple Valley, CA

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CRD#: 4256622

Professional summary

Daniel Lee Lamb is a registered financial advisor currently at FIRST ADVISORS NATIONAL, LLC located in Apple Valley, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Daniel has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)The Term Team, 21735 HWY 18, APPLE VALLEY, CA, 1/2012 AS Independent insurance agent for various independent insurance companies. INV REL - 40/WK - 8/TRADING. 2.VFW POST 2924, HESPERIA, CA, 7/2018 AS TRUSTEE, LOOKING OVER THE POST'S BALANCE SHEET. NIR - 1/MO - 0/TRADING. 3.HIGH DESERT MARINES, 10929 AYSHAIRE RD, OAK HILLS, CA, 1/2019 AS TREASURER. NIR - 6/MO - 0/TRADING. 4. DANIEL L LAMB FINANCIAL AND INSURANCE SERVICES, 21735 HWY 18, APPLE VALLEY, CA, 12/2019. FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-40/WK-40/TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lee Lamb's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 12, 2020 - Present

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Apple Valley, CA

Past

June 18, 2020 - September 9, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Apple Valley, CA

Past

November 2, 2015 - September 9, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Apple Valley, CA

Past

December 2, 2011 - November 2, 2015

AVALON INVESTMENT & SECURITIES GROUP, INC.

CRD#: 6281

MUSCLE SHOALS, AL

Past

August 14, 2009 - December 16, 2009

VERITRUST FINANCIAL, LLC

CRD#: 106594

AUSTIN, TX

Past

May 23, 2007 - October 4, 2007

CCF INVESTMENTS, INC.

CRD#: 136571

GREENSBORO, GA

Past

May 22, 2001 - June 15, 2005

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/12/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/21/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

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Contact information

Main Address

1372 Peachtree Street Ne, Atlanta, GA 30309

Mailing Address

Phone number

+1 (855) 326-7427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAN ADVISORS FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,207
AUM (Assets Under Management)	$ 501,113,212

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel L. Lamb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lee Lamb's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

AVALON INVESTMENT & SECURITIES GROUP, INC.

VERITRUST FINANCIAL, LLC

CCF INVESTMENTS, INC.

THE LEADERS GROUP, INC.

Primary Firm SEC Registration

FIRST ADVISORS NATIONAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2020

Series 63

Date: 10/13/2000

SIE

Date: 10/1/2018

Series 6

Date: 5/21/2001

Current Firm

FIRST ADVISORS NATIONAL, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST ADVISORS NATIONAL, LLC

TRUST BUT VERIFY

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