Teresa Lambert, financial advisor Grand Rapids MI
90 score

Teresa Lambert

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Teresa L. Lambert
Phone Number: 888-889-1025
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    888
    MILLIONS
  • Total Number of Accounts
    4,990
    ACCOUNTS
  • Average Account Value
    $177,914
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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