Neil LambertCRD Number: 2090498
Current Firm: Act Advisors
Neil Lambert (CRD# 2090498) is an Investment Advisor Representative working at Act Advisors in Charleston, SC and has over 25 years of experience in the finance industry.
Truist Advisory Services, Inc.
Lpl Financial LLC
State Farm Investment Management Corp.
|Act Advisors||Asheville, NC||May 2015 - Current||7|
|Lowcountry Investment Advisors, Inc.||Summerville, SC||Jan 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management390MILLIONS
Total Number of Accounts930ACCOUNTS
Average Account Value$419,226
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, NC, NY, SC, TN, TX, VA, VI
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