Terry Lamn Email & Phone Number
VP - Sr. Private Wealth Advisor @ Stonemark Wealth Management
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Terry Lamn Location
- Pasadena, CA, US
Terry Lamn Work
- VP - Sr. Private Wealth Advisor @ (September 2024 - Present)
- VP - Sr. Wealth Consultant @ (October 2021 - October 2024)
- Private Client Investment Consultant @ (November 2011 - May 2024)
- Financial Planning Consultant @ (November 2006 - September 2011)
- Investment Consultant and Licensed Banker @ (December 2005 - November 2006)
- Marketing Assistant @ (August 1995 - December 1999)
Terry Lamn Education
- UCLA Extension - Custom Programs & Corporate Education
Personal Financial Planning (PFP) (Certified Financial Planner)
2010-2012 - GIA (Gemological Institute of America)
Certified Diamonds and Diamond Grading
1996-1997 - University of Southern California
Bachelor's degree (Entrepreneurial and Small Business Operations)
1995-1996 - University of Southern California
Bachelor's degree (Accounting)
1995-1996
Terry Lamn Summary
- Terry Lamn, based in Pasadena, CA, US, is currently a VP - Sr. Private Wealth Advisor at Stonemark Wealth Management. Terry Lamn brings experience from previous roles at Charles Schwab, TD Ameritrade, Fidelity Investments and Wells Fargo Investments. Terry Lamn holds a 2010 - 2012 Personal Financial Planning (PFP) in Certified Financial Planner @ UCLA Extension - Custom Programs & Corporate Education. Terry Lamn has 2 emails and 3 mobile phone numbers on RocketReach.
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