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  • Dana Point, California

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Contact

Hale Lamb & Associates, LLC.

Email brian@halelamb.com
Phone/Text 949-505-5004

       

Book an Appointment

24632 San Juan Ave.,  
Ste 200  
Dana Point, CA 92629

 

 The financial consultants of Hale Lamb & Associates are registered representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, MN, NV, OR, and WA

Brian – CA Insurance Lic. #0E51988 

24632 San Juan Ave., Suite 200 Dana Point, CA 92629

Form CRS

LPL Financial Form CRS

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