Taylor Everett Lamb

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2019 → 06/2025
  Red Creative Group
  Nashville, TN
• 06/2017 → 09/2019
  Position Music
  Burbank, CA
• 06/2015 → 06/2017
  Full-Time Education
  Malibu, CA
• 06/2025 → Present
  30A Wealth Management
  Inlet Beach, FL
• 06/2025 → Present
  Atl Global Advisors
  Atlanta, GA
• 06/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 12/2024 → 06/2025
  Cetera Advisors Llc
  St Cloud, MN
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: 30A WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; 2. NAME OF OTHER BUSINESS: ATL GLOBAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: BUSINESS DEVELOPMENT, PLANNING, INVESTMENT ADVISING;

Exams

• S66 Uniform Combined State Law Examination
  2025-05-08