Philip LambingCRD Number: 1050248
Current Firm: Infinex Investments, Inc.
Philip Lambing (CRD# 1050248) is an Investment Advisor Representative working at Infinex Investments, Inc. in Doylestown, PA and has over 31 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Brighton Financial Planning
Academy Wealth Advisers, LLC
|Infinex Investments, Inc.||Meriden, CT||Apr 2014 - Current||2|
|Unemployed||Doylestown, PA||Feb 2013 - Jan 2014||< 1|
|Cuna Mutual Group||Waverly, IA||May 2010 - Feb 2013||2|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2010 - Feb 2013||2|
|Unemployed||Doylestown, PA||Mar 2009 - Apr 2010||1|
|Washington Square Securities||Abington, PA||Sep 2001 - Feb 2009||7|
|Vestax Securities Corporation||Hudson, OH||Aug 2001 - Feb 2009||7|
|Ifg Network Securities, Inc.||Atlanta, GA||Jul 2001 - Feb 2009||7|
|Primevest Financial Services,inc.||Abington, PA||Jul 2001 - Feb 2009||7|
|Bancwest Investment Services,inc.||Abington, PA||Jul 2001 - Feb 2009||7|
|Granite Investment Services,inc.||Abington, PA||Jul 2001 - Feb 2009||7|
|Guaranty Brokerage Servcies,inc.||Abington, PA||Jul 2001 - Feb 2009||7|
|Multi-financial Securities Corporation||Denver, CO||Jul 2001 - Feb 2009||7|
|Locust Street Securities, Inc.||West Chester, PA||Mar 2000 - Feb 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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