Paul Lambert, financial advisor Denver CO
96 score

Paul Lambert

CRD Number: 1028631
Current Firm: Cherry Street Partners

Paul Lambert (CRD# 1028631) is an Investment Advisor Representative working at Cherry Street Partners in Denver, CO and has over 13 years of experience in the finance industry. Paul 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
General American St. Louis, MO Jun 1987 - Current 29
Cherry Street Partners Denver, CO Jun 1987 - Current 29
Paul Lambert, Inc. Denver, CO Jun 1987 - Current 29
United Securities Alliance Denver, CO Mar 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Paul Lambert
Phone Number: 303-399-9090
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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