TERRY A LAMN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with WESPAC ADVISORS SOCAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WESPAC ADVISORS SOCAL, LLC | 2024-08-08 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | 2024-07-02 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2011-12-13 | 2023-09-07 | — |
| TD AMERITRADE, INC. | 2011-12-13 | 2022-10-14 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-10-24 | 2011-11-11 | — |
| STRATEGIC ADVISERS LLC | 2007-12-05 | 2011-09-23 | — |
| WELLS FARGO INVESTMENTS, LLC | 2006-03-13 | 2006-12-13 | — |