Allisyn Lambert (CRD# 6690564) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 7 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2285905
Archer Investment Corporation
CRD# 5295717
Flagship Harbor Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trg Investment Advisors, LLC | Brattleboro, VT | Aug 2021 - Current | 2 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2017 - Aug 2021 | 4 |
Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2016 - Aug 2021 | 5 |
The New England House Restaurant | West Brattleboro, VT | May 2006 - Dec 2017 | 11 |
Jouve North America | Brattleboro, VT | Mar 2013 - Jun 2016 | 3 |
David Manning Inc. | Brattleboro, VT | Mar 2014 - Jan 2015 | < 1 |
Houghton Portable Toilets | Guilford, VT | Apr 2009 - Nov 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2017 |
S63 | Uniform Securities State Law Examination | Sep 2016 |
- VT
-
Total Assets Under Management913MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$1,759,087
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CT, FL, MA, NH, TX, VT
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