David Lamson is a registered investment advisor, based in Lafayette, NY, with 29 years of industry experience.
Location
Lafayette, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved in several outside business activities. He owns Lamson Tax & Accounting Services, dedicating nearly full-time hours to management, tax preparation, and accounting, and is a limited partner in two thoroughbred breeding partnerships, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Travelers Equities Sales, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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