Richard LambertCRD Number: 6334013
Current Firm: Valic Financial Advisors, Inc.
Richard Lambert (CRD# 6334013) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in North Chesterfield, VA and has over 3 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Valic Financial Advisors, Inc.||Mclean, VA||Sep 2014 - Current||3|
|Washingtonfirst Bank||Reston, VA||Nov 2012 - Aug 2014||1|
|North State Sales||Greensboro, NC||May 2011 - Nov 2012||1|
|Unemployed||Boone, NC||Dec 2010 - May 2011||< 1|
|Appalachian State University||Boone, NC||May 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- 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)
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