Terry A. Lamn

STONEMARK WEALTH MANAGEMENT

Pasadena, CA 91101

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CRD#: 5084194

Professional summary

Terry A Lamn, CFP®, who also goes by Terry Lam, T. Lammert, Terry A Lammert, Terry Lammert, is a registered financial advisor currently at STONEMARK WEALTH MANAGEMENT located in Pasadena, California.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Terry has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Lam | T. Lammert | Terry A Lammert | Terry Lammert

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.

LICENSED INSURANCE AGENT; INVESTMENT RELATED; MONTROSE, CA; ANNUITIES FREELANCE-POSITION: PHOTOGRAPHER; NATURE: RETAIL -PHOTOGRAPHY; NOT INVESTMENT RELATED; ADDRESS: 2752 SYCAMORE AVE, MONTROSE CA 91020; APPROXIMATE NUMBER OF HOURS/MONTH: 8; APPROXIMATE NUMBER OF HOURS DURING INVESTMENT RELATED HOURS: 0; START DATE: 12/10/2012;DESCRIPTION: PART-TIME EVENT PHOTOGRAHER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry A Lamn'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 8, 2024 - Present

STONEMARK WEALTH MANAGEMENT

Office #1: 201 S. Lake Avenue Suite 509, Pasadena, CA 91101

RIA

CRD#: 158413

Pasadena, CA

Past

January 26, 2022 - July 2, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Pasadena, CA

Past

January 26, 2022 - July 2, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Pasadena, CA

Past

December 13, 2011 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Pasadena, CA

Past

December 13, 2011 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PASADENA, CA

Past

December 13, 2011 - May 11, 2024

TD AMERITRADE, INC.

CRD#: 7870

Pasadena, CA

Past

October 31, 2011 - November 11, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DIAMOND BAR, CA

Past

October 24, 2011 - November 11, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DIAMOND BAR, CA

Past

December 5, 2007 - September 23, 2011

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PASADENA, CA

Past

January 3, 2007 - September 23, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PASADENA, CA

Past

March 13, 2006 - December 13, 2006

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

CITY OF INDUSTRY, CA

Past

March 2, 2006 - December 13, 2006

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

CITY OF INDUSTRY, CA

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".

STONEMARK WEALTH MANAGEMENT

STONEMARK WEALTH MANAGEMENT | WESPAC ADVISORS SOCAL, LLC

CRD#: 158413 / SEC#: 801-77286

RIA

Registered Investment Advisory firm - (11/8/2012 Approved)

California

Registered Investment Advisory firm - (11/21/2012 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
(8/8/2024)

IAR

Texas
(10/31/2025)

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 66

Date: 3/11/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/30/2017

General Securities Principal Examination

Current Firm

STONEMARK WEALTH MANAGEMENT

STONEMARK WEALTH MANAGEMENT | WESPAC ADVISORS SOCAL, LLC

CRD#: 158413 / SEC#: 801-77286

RIA

Registered Investment Advisory firm - (11/8/2012 Approved)

California

Registered Investment Advisory firm - (11/21/2012 Terminated)

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Contact information

Main Address

201 S. Lake Avenue Suite 509, Pasadena, CA 91101

Mailing Address

Phone number

(626) 304-9888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESPAC ADVISORS SOCAL, LLC FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	853
AUM (Assets Under Management)	$ 516,309,155

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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Firm Stability Insights

Terry A. Lamn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry A Lamn's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

STONEMARK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/1/2006

Series 24

Date: 1/30/2017

Current Firm

STONEMARK WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEMARK WEALTH MANAGEMENT

TRUST BUT VERIFY

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