Unclaimed Profile

Deborah Anne Lamb

DENALI ADVISORS, LLC·SAN DIEGO, California

DENALI ADVISORS, LLC

5075 SHOREHAM PLACE, SAN DIEGO, CA 92122CRD# 828798Firm CRD# 110242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Anne Lamb · SAN DIEGO, CA

Registration

CRD #828798 · DENALI ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Deborah Anne Lamb is a registered financial advisor based in SAN DIEGO, California, affiliated with DENALI ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

Speak with Deborah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Deborah is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

DENALI ADVISORS, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DENALI ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 828798

Firm CRD# 110242

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Deborah Anne Lamb offer?

Deborah Anne Lamb specializes in Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Deborah Anne Lamb's credentials?

Deborah Anne Lamb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Anne Lamb located?

Deborah Anne Lamb is based in SAN DIEGO, California, working with DENALI ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Deborah Anne Lamb charge for services?

Deborah Anne Lamb's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DENALI ADVISORS, LLC?

DENALI ADVISORS, LLC has approximately 16 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →