Todd Lambert, financial advisor Lafayette LA

Todd Lambert

CRD Number: 2443098
Current Firm: Summit Financial Wealth Advisors

Todd Lambert (CRD# 2443098) is an Investment Advisor Representative working at Summit Financial Wealth Advisors in Lafayette, LA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investements Albany, NY Feb 2024 - Current < 1
Dtm Investment Properties, LLC Lafayette, LA Oct 2020 - Current 3
Summit Financial Wealth Advisors, LLC Lafayette, LA May 2014 - Current 9
Cetera Advisor Networks LLC Lafayette, LA Sep 2019 - Feb 2024 4
Summit Brokerage Services Lafayette, LA Feb 2014 - Sep 2019 5
Summit Financial Of Louisiana Lafayette, LA Feb 2006 - Apr 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Todd F. Lambert
Phone Number: 337-232-1141
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,430
    MILLIONS
  • Total Number of Accounts
    2,455
    ACCOUNTS
  • Average Account Value
    $582,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, CO, FL, GA, LA, MO, MS, NM, OK, TN, TX, VA

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