LL
CFP
LL
CFP

Linda Lampman

44 Years of Experience
Ormond Beach, FL
Broker

Linda Lampman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Ormond Beach, FL, with 44 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1200 W Granada Blvd, Unit 6B, Ormond Beach, FL, 32174

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History

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.

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Other Business Activities

Linda is a trustee for the Lampman Family Trust and owns 100% of Linda Lampman LLC, a Finet affiliate. These activities require minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Advisors
January 2008 - April 2025 · 17 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2025 · 17 yrs 3 mos
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
August 2005 - January 2008 · 2 yrs 5 mos
Morgan Stanley
November 1999 - August 2005 · 5 yrs 9 mos
Morgan Stanley Dw INC.Broker
November 1999 - August 2005 · 5 yrs 9 mos
Suntrust Securities, INC.Broker
February 1996 - January 2000 · 3 yrs 11 mos
NationssecuritiesBroker
April 1995 - February 1996 · 10 mos
Raymond James & Associates, INC.Broker
February 1990 - March 1995 · 5 yrs 1 mo
Rauscher Pierce Refsnes, INC.Broker
July 1989 - December 1989 · 5 mos
Jmc Financial CorporationBroker
February 1988 - July 1989 · 1 yr 5 mos
Robert Thomas Securities, INCBroker
July 1984 - February 1988 · 3 yrs 7 mos
Isfa CorporationBroker
May 1983 - July 1984 · 1 yr 2 mos
Dean Witter Reynolds INC.Broker
January 1981 - November 1982 · 1 yr 10 mos
State Registrations16 states
AZCACOCTFLIAIDILMAMDMINCOHTNTXVA
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.