Jessica Lamb is a registered investment advisor, based in Wendell, NC, with 21 years of industry experience.
Location
Wendell, NC
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jessica is an advisory representative of a registered investment advisor (RIA) and also works as a financial advisor. Her financial advisor role involves insurance/benefits/human resources and takes significantly more than full-time hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.
July 2024 - Present · 2 yrs
Cambridge Investment Research Advisors, INC.
July 2024 - Present · 2 yrs
Cambridge Investment Research, INC.Broker
July 2024 - Present · 2 yrs
Previous Registrations
Osaic Fs, INC.
January 2019 - July 2024 · 5 yrs 6 mos
Osaic Fs, INC.Broker
August 2015 - July 2024 · 8 yrs 11 mos
Foresters Equity Services, INC.Broker
November 2011 - July 2015 · 3 yrs 8 mos
Equity Services, INC.Broker
February 2009 - November 2011 · 2 yrs 9 mos
Princor Financial Services CorporationBroker
October 2004 - January 2009 · 4 yrs 3 mos
State Registrations2 states
FLNC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.