Lucille Lambert, financial advisor Orem UT

Lucille Lambert

CRD Number: 4824879
Current Firm: Edward Jones

Lucille Lambert (CRD# 4824879) is an Investment Advisor Representative working at Edward Jones in Orem, UT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Orem, UT Jun 2004 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Lucille E. Lambert
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, WY

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