Andrew Lambertson (CRD# 5256385) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Modesto, CA and has over 17 years of experience in the finance industry.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lambertson Financial Services | Modesto, CA | Oct 2020 - Current | 3 |
| Skyson Financial | Modesto, CA | Apr 2014 - Current | 10 |
| Founders Financial Securities | Towson, MD | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- CA
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Total Assets Under Management2,909MILLIONS
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Total Number of Accounts18,269ACCOUNTS
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Average Account Value$159,230
- A percentage of assets under your management
- Hourly charges
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- Pension consulting services
- Selection of other advisers (including private fund managers)
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