John Lambert, financial advisor Brighton MI

John Lambert

CRD Number: 2399193
Current Firm: Caitlin John

John Lambert (CRD# 2399193) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 30 years of experience in the finance industry. John Lambert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Caitlin John, LLC Brighton, MI Jul 2017 - Current 6
Mt. Holly Ski School Holly, MI Dec 1982 - Current 41
The Huntington Investment Company Flint, MI Feb 2017 - Jul 2017 < 1
Lpl Financial LLC Flint, MI Mar 2008 - Feb 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for John C. Lambert
Phone Number: 810-355-1325
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $139,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA

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