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Christopher Lamb

15 Years of Experience
Sumter, SC
2 Disclosures

Christopher Lamb is a registered investment advisor at First Citizens Asset Management, INC, based in Sumter, SC, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 409 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
61 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management

FCAM offers investment management through various programs. FCAM will generally receive a fee in the range of 0.04% to .50% of the assets under management in the Client account for sub-advisory services. For retail services, fees are based on a percentage of the assets in the account. The fees vary by service. FCAM does not offer wrap fee programs to new clients and will not accept any new wrap fee accounts.

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Location

683 Bultman Drive, Sumter, SC, 29150

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2026
Customer Dispute
April 2014
Denied
Other Business Activities

Christopher is a Registered Investment Advisor with First Citizens Asset Management, dedicating a few hours per week to this role. He also serves as a non-public arbitrator for FINRA, spending minimal time on this activity.

Employment History
Previous Registrations
First Citizens Investor Services, INC.
May 2017 - February 2026 · 8 yrs 9 mos
First Citizens Asset Management, INC
May 2011 - March 2026 · 14 yrs 10 mos
Exams
No exam information available for this advisor.
Christopher Lamb - Financial Advisor | TrueAdvisor