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Daniel Lamb, Private Wealth Advisor serving the Cherry Hill, NJ area - Ameriprise Advisors

Daniel Lamb

CFP®, CKA®, APMA

Private Wealth Advisor

Certified Kingdom Advisor
Embassy Wealth Advisors

An Ameriprise Private Wealth Advisor

6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 28 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CKA® Certified Kingdom Advisor®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors of Business Administration -- Financial Planning; Temple University, Philadelphia, PA.

Awards & recognition

  • Ameriprise Client Experience Award, 2024