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Michelle Marie Lamb

Maine Advisory Associates

Falmouth, ME

Falmouth, ME

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Current Employers
Maine Advisory Associates

358 U.S. Route 1 Suite 101, Falmouth, ME 04105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-24
ME RA APPROVED 2021-01-04
  • TX RA
    APPROVED
    Since 2026-07-24
  • ME RA
    APPROVED
    Since 2021-01-04

Branch Locations

358 Us Route 1 Suite 101, Falmouth, ME 04105 • United States

358 U.S. Route 1 Suite 101, Falmouth, ME 04105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aurora Financial Group, Llc Portland ME 04/2017 05/2019
Atlantic Trust Portland ME 01/2014 10/2016
Student Portland ME 11/2016 03/2017
Cornerstone Financial Planning, Llc Newington NH 05/2019 03/2020
Maine Advisory Associates, Inc. New Sharon ME 03/2020 01/2021
Volk Financial Llc Dba Maine Advisory Associates Falmouth ME 11/2020 Present
  • 04/2017 → 05/2019
    Aurora Financial Group, Llc
    Portland, ME
  • 01/2014 → 10/2016
    Atlantic Trust
    Portland, ME
  • 11/2016 → 03/2017
    Student
    Portland, ME
  • 05/2019 → 03/2020
    Cornerstone Financial Planning, Llc
    Newington, NH
  • 03/2020 → 01/2021
    Maine Advisory Associates, Inc.
    New Sharon, ME
  • 11/2020 → Present
    Volk Financial Llc Dba Maine Advisory Associates
    Falmouth, ME
Previous Registrations
  • 2020-06-30 → 2021-04-01
    Maine Advisory Associates, Inc.
    Portland, ME
    New Sharon, ME
  • 2019-06-04 → 2020-04-08
    Cornerstone Financial Planning, Llc
    Portsmouth, NH
    Portland, ME
  • 2018-01-31 → 2019-05-29
    Aurora Financial Group, Llc
    Portland, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-19
  • S65 Uniform Investment Adviser Law Examination
    2018-01-19
Designations

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STILLWATER INVESTING
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

JONATHAN WAYNE HILTZ
Peter Kelley
LAWRENCE JOSEPH PERRY
CHRISTOPHER R. PERRY
MATTHEW ALAN RITTENHOUSE
Robert Oliver Larochelle
ALANE MARGARET DOWNES
COREY BRIAN WOODHEAD

Other Offices

MML INVESTORS SERVICES, LLC · Falmouth, ME
CETERA INVESTMENT ADVISERS LLC · FALMOUTH, ME
STILLWATER INVESTING · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Westbrook, ME
PARK AVENUE SECURITIES LLC · WESTBROOK, ME
CETERA INVESTMENT ADVISERS LLC · WESTBROOK, ME
COMMONWEALTH FINANCIAL NETWORK · FALMOUTH, ME
EDWARD JONES · FALMOUTH, ME

More in Falmouth, ME

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