Lewis Lamberth, financial advisor Auburn AL
93 score

Lewis Lamberth

CRD Number: 5916248
Current Firm: Stifel, Nicolaus & Company, Incorporated

Lewis Lamberth (CRD# 5916248) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Auburn, AL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Birmingham, AL May 2014 - Current 3
Wells Fargo Advisors LLC Montgomery, AL Apr 2011 - May 2014 3
Synovus Bank Montgomery, AL May 2010 - Feb 2011 < 1
Full Time Student Auburn, AL Aug 2007 - May 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Lewis N. Lamberth
Phone Number: 314-342-2000
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    53,887
    MILLIONS
  • Total Number of Accounts
    141,170
    ACCOUNTS
  • Average Account Value
    $381,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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