Joseph M. Sebo, CFP
44yrs
Top advisor by experience in Oceanside
34yrs
Mark Lamb has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Oceanside, California. After two years at Osaic Wealth and three years at Signator Investors, Mark joined Vector Financial Solutions in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 61 advisors with offices in Oceanside, and one of 58 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 10% by experience in California
OfficeOceanside, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$506,558
Advisors at the firm3
States licensed ?1 state
Services through Vector Financial Solutions
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowVector Financial Solutions, Inc.Current firm
- 2018 – 2020Osaic Wealth, Inc.Previously
- 2016 – 2018Signator Investors, Inc.Previously
- 2004 – 2016Next Financial Group, Inc.Previously
- Aug 2003 – Jan 2004Coinbase Capital Markets CorpPreviously
- 2000 – 2003Osaic FS, Inc.Previously
Contact Mark
(760) 741-3159Firm headquarters in Escondido, CA. Ask for Mark. Oceanside, CAOffice · Get directions Firm websiteHTTPS://WWW.VECTORFINANCIALSOLUTIONSINC.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Vector Financial Solutions at (760) 741-3159 and ask for Mark Lamb. Mark works from the Oceanside, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1993, about 34 years. Top 10% by experience in California.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Vector Financial Solutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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