Robert Lambeth, financial advisor Addison TX
90 score

Robert Lambeth

CRD Number: 5939021
Current Firm: Usaa Financial Planning Services

Robert Lambeth (CRD# 5939021) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors, Inc. Addison, TX Aug 2014 - Current 2
Usaa Financial Planning Services Addison, TX Aug 2014 - Current 2
Unemployed Dallas, TX Jul 2014 - Jul 2014 < 1
Axa Advisors, LLC New York City, NY Nov 2012 - Jun 2014 1
Unemployed Dallas, TX Sep 2012 - Oct 2012 < 1
Smu Student Dallas, TX Aug 2008 - Aug 2012 4
Northwestern Mutual Dallas, TX May 2011 - Aug 2011 < 1
Royal Oaks Country Club Dallas, TX May 2010 - May 2011 1
El Paso Country Club El Paso, TX May 2007 - Apr 2010 2
High School & Jr. High El Paso, TX Aug 2000 - Aug 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Robert T. Lambeth
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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