Leeann LambertCRD Number: 3081580
Current Firm: Raymond James & Associates, Inc.
Leeann Lambert (CRD# 3081580) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakeland, FL and has over 11 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Usaa Financial Planning Services
Lpl Financial LLC
|Raymond James & Associates, Inc.||Lakeland, FL||Jun 2011 - Current||6|
|Morgan Stanley Smith Barney||Lakeland, FL||Jun 2009 - Jun 2011||2|
|Citigroup Global Markets Inc.||Lakeland, FL||May 1998 - Jun 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV