Michelle M. Lamb

MAINE ADVISORY ASSOCIATES

Falmouth, ME 04105

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CRD#: 6857674

Professional summary

Michelle Marie Lamb, CFP® is a registered financial advisor currently at MAINE ADVISORY ASSOCIATES located in Falmouth, Maine.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michelle has worked at 4 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Marie Lamb's 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: 2020

Experience

Current

January 4, 2021 - Present

MAINE ADVISORY ASSOCIATES

Office #1: 358 U.s. Route 1 Suite 101, Falmouth, ME 04105Office #2: 358 Us Route 1 Suite 101, Falmouth, ME 04105

RIA

CRD#: 311679

Falmouth, ME

Past

June 30, 2020 - April 1, 2021

MAINE ADVISORY ASSOCIATES, INC.

RIA

CRD#: 173886

Portland, ME

Past

June 4, 2019 - April 8, 2020

CORNERSTONE FINANCIAL PLANNING, LLC

RIA

CRD#: 129656

PORTLAND, ME

Past

January 31, 2018 - May 29, 2019

AURORA FINANCIAL GROUP, LLC

RIA

CRD#: 134895

PORTLAND, ME

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

Maine
(1/4/2021)

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: 1/19/2018

Uniform Investment Adviser Law Examination

Current Firm

MAINE ADVISORY ASSOCIATES

MAINE ADVISORY ASSOCIATES | VOLK FINANCIAL LLC

CRD#: 311679 / SEC#:

Maine

Registered Investment Advisory firm - (1/4/2021 Approved)

New Hampshire

Registered Investment Advisory firm - (6/2/2022 Approved)

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Contact information

Main Address

358 U.s. Route 1 Suite 101, Falmouth, ME 04105

Mailing Address

P.o. Box 7711, Portland, ME 04112-7711

Phone number

(207) 778-2250

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	522
AUM (Assets Under Management)	$ 98,996,408

Red Flags

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

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Michelle M. Lamb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Marie Lamb's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAINE ADVISORY ASSOCIATES

MAINE ADVISORY ASSOCIATES, INC.

CORNERSTONE FINANCIAL PLANNING, LLC

AURORA FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/19/2018

Current Firm

MAINE ADVISORY ASSOCIATES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAINE ADVISORY ASSOCIATES

TRUST BUT VERIFY

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