
| Company: | Daniel L. Lamb Financial and Insurance Services |
| Contact: | Daniel Lamb |
| Address: | 21735 Highway 18 |
| City: | Apple Valley |
| State: | CA |
| Zip: | 92307 |
| Phone: | 760-247-7990 |
| Fax: | 760-961-2494 |
| Email: | dan@termteam.com |
| Website: | www.danlamb.us |
About My Practice
Serving Riverside and San Bernardino Counties with Investment Advisory Services, Medicare, Life & Health Insurance, and Long-Term Care Insurance. Stocks, Bonds, ETF's, Annuities and, Mutual Funds.
For federal retirement workshop locations & dates, visit: www.FedImpact.com/DL
Offering Advice Since
2002
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life & Health
Security Licenses: 6 , 63 , 65
Investment Advisor Registration: First Advisors National
Associations & Affiliations: U.S. Marine Corps Veteran
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
My Association with the Office or Firm
Owner/Partner
My Broker / Dealer Affiliation
First Advisors National (RIA)
