Neil Lambert, financial advisor Charleston SC

Neil Lambert

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Neil W. Lambert
Phone Number: (828) 398-2802
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    390
    MILLIONS
  • Total Number of Accounts
    930
    ACCOUNTS
  • Average Account Value
    $419,226
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, GA, NC, NY, SC, TN, TX, VA, VI

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