AL

Andrew Donald Lamb

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Steve Vonschriltz receives commissions from Valmark Securities Inc. for securities sales and advisory fees from Valmark Advisers, Inc. for advisory work. He also receives insurance commissions from Executive Insurance Agency, Inc. These are separate from fees earned for work with W3 Wealth Advisors LLC.

Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information

Office location

90 North Miller Road, Akron, OH, 44333

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is involved in several outside business activities, including serving as chairman for a pediatric palliative care family fund and Akron Children's Hospital's palliative care center, and as a financial advisor for W3 Wealth Advisors LLC. He also owns Sand Run Properties LLC and Hemlock Properties LLC, and is a shareholder in W3 Global LLC.

Employment History
Current Registrations
W3 Wealth Advisors, LLC
July 2019 - Present · 6 yrs 6 mos
Valmark Advisers, INC.
June 2019 - Present · 6 yrs 7 mos
Valmark Securities, INC.Broker
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2014 - June 2019 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLC Broker
December 2014 - June 2019 · 4 yrs 6 mos
State Registrations30 states
AKALAZCACODCFLILINKSKYLAMAMEMIMNMOMSNCNMNVOHORPASCSDTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.