David Lamb is a CFP-designated registered investment advisor, based in Chatham, MA, with 26 years of industry experience.
Location
32 Village Landing, Chatham, MA, 02633
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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David owns rental real estate, dedicating minimal time to it. He is also a CPA principal at Lamb, Mason, Bulger & Co, P.C. since 2002.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
February 2000 - October 2019 · 19 yrs 8 mos
1st Global Capital CORP.Broker
October 1999 - October 2019 · 20 yrs
State Registrations5 states
COFLMANYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.