Matthew Lamb
Matthew Lamb is a registered investment advisor at Wells Fargo Advisors, based in Melbourne, FL, with 14 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 Rialto Place 926, 9th Fl, Melbourne, FL, 32901
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2022Other Business Activities
Matthew is involved in investment services through Space Coast and Marvel Wealth Management, both DBAs for his LPL business. He also owns Bank-It and BankIt Receipts Holdings, which are not investment-related, dedicating minimal time to these ventures.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations24 states
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
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