Julius Lambert (CRD# 6906119) is an Investment Advisor Representative working at Eagle Strategies LLC in Hutto, TX and has over 5 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Austin, TX | Apr 2024 - Current | < 1 |
| Nylife Securities LLC | Austin, TX | Mar 2024 - Current | < 1 |
| Silas Parker & Associates LLC | Austin, TX | Mar 2024 - Current | < 1 |
| Unemployed | Austin, TX | Jan 2024 - Mar 2024 | < 1 |
| Charles Schwab & Company, Inc. | Austin, TX | Nov 2018 - Jan 2024 | 5 |
| Chi'lantro Bbq | Austin, TX | Oct 2018 - Nov 2018 | < 1 |
| Silas Parker & Associates LLC | Austin, TX | Jul 2018 - Nov 2018 | < 1 |
| New York Life Insurance Co | Austin, TX | Jan 2018 - Jul 2018 | < 1 |
| Randolph Brooks Federal Credit Union | Austin, TX | Sep 2016 - Jan 2018 | 1 |
| One West Bank - Cit / Financial Freedom | Austin, TX | Jun 2016 - Sep 2016 | < 1 |
| Telenetwork | San Marcos, TX | Apr 2015 - Jun 2016 | 1 |
| Whataburger | San Marcos, TX | Aug 2014 - Apr 2015 | < 1 |
| Texas State University | San Marcos, TX | Jul 2014 - Aug 2014 | < 1 |
| Taco Cabana | San Marcos, TX | Apr 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.