Teresa LambertCRD Number: 5507436
Current Firm: Fifth Third Securities, Inc.
Teresa Lambert (CRD# 5507436) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Grand Rapids, MI and has over 3 years of experience in the finance industry.
Raymond James & Associates, Inc.
Tarfis Wealth Management
|Fifth Third Securities||Grand Rapids, MI||Sep 2014 - Current||3|
|Unemployed||Fruitport, MI||Oct 2013 - Sep 2014||< 1|
|Jpmorgan Chase Bank||Grand Rapids, MI||Oct 1980 - Oct 2013||33|
|J.p. Morgan Securities Inc.||Grand Rapids, MI||Apr 2008 - Nov 2010||2|
|Bear, Stearns & Company Inc.||Grand Rapids, MI||Oct 2008 - Oct 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management888MILLIONS
Total Number of Accounts4,990ACCOUNTS
Average Account Value$177,914
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV