Matthew Claude Lamb

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 06/2025
  Lpl Financial Llc
  Satellite Beach, FL
• 06/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Melbourne, FL
• 06/2008 → 08/2019
  Space Coast Credit Union
  Melbourne, FL

Previous Registrations

• 2013-01-10 → 2025-06-23
  Lpl Financial Llc
  Palm Bay, FL
  Palm Bay, FL
  Palm Bay, FL
  Melbourne, FL
  West Melbourne, FL
  Palm Bay, FL
  Palm Bay, FL
  West Melbourne, FL
  Cocoa, FL
  Port St. John, FL
  Merritt Island, FL
  Titusville, FL
  Sebastian, FL
  Vero Beach, FL
  Vero Beach, FL
  Vero Beach, FL
  Indiatlantic, FL
  Melbourne, FL

Other Businesses

(1) 10/17/2016: Bank-It S Corp - Business Owner - Not Investment Related - 354 Point Lobos Dr, Satellite Beach, FL 32937 - Start 09/06/2016 - 0 Hr/Mo - Sole Proprietor (2) 08/22/2019 - Marvel Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:08/13/2019 - 40 hrs/mo - 15 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-12