Elizabeth Lambert (CRD# 4251382) is an Investment Advisor Representative working at Primerica Advisors in Winthrop Harbor, IL and has over 22 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 2424715
Mesirow Financial Investment Management, Inc.
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Winthrop Harbor, IL | Aug 2000 - Current | 23 |
Disabled | Winthrop Harbor, IL | Jul 1992 - Current | 31 |
Primerica Financial Services | Winthop Harbor, IL | Jan 1992 - Current | 32 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2001 |
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- IL
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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