Primerica Advisors
44yrs
Top advisor by experience in Mansfield
8yrs
Cheryl Lamb
Financial advisor at Primerica Advisors
Based in Mansfield, Texas, Cheryl Lamb is a fiduciary financial advisor with 8 years of industry experience. Cheryl joined Primerica Advisors in 2020, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 79 advisors with offices in Mansfield, and one of 76 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office2421 Callender Rd Suite 123i, Mansfield, TX 76063
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
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
- 2020 – nowPFS Investments Inc.Current firm
Contact Cheryl
Local office(817) 460-0860Ask for Cheryl. (833) 786-0550Main office · Duluth, GA 2421 Callender Rd Suite 123iMansfield, TX 76063Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Cheryl
Tailored to Cheryl’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Cheryl
How do I contact Cheryl?
Call Cheryl’s local office at (817) 460-0860 or the Primerica Advisors main office at (833) 786-0550, and ask for Cheryl Lamb.
How long has Cheryl been a financial advisor?
Cheryl has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Cheryl hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Cheryl a fiduciary?
Cheryl is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cheryl paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Cheryl 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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