Richard LambertCRD Number: 2754885
Current Firm: Edward Jones
Compensation Model: Fee Only
Richard Lambert (CRD# 2754885) is an Investment Advisor Representative working at Edward Jones in Pearland, TX and has over 20 years of experience in the finance industry.
Understanding that Weath Management is not just investing, it's helping to develop a plan for keeping what you earn and managing all aspects of your finances. Doing this helps clients understand the difference in maintaining wealth and building wealth.
I also work and sponser Investing for Women to help them understand investments and that they are just as important and in some case more so the the men. Women live longer then men as a norm and need to understand they have to plan for this.
Linscomb & Williams
The Goff Financial Group
Hill Investment Group
|Edward Jones||St Louis, MO||Aug 2015 - Current||2|
|Lambert Group||Pearland, TX||Dec 2014 - Aug 2015||< 1|
|Robert Half||Houston, TX||Sep 2014 - Dec 2014||< 1|
|Att||Bellaire, TX||Oct 2012 - Aug 2014||1|
|Lambert Group / Retired||Pearland, TX||Jan 2012 - Oct 2012||< 1|
|Lambert Group||Windsor, CA||Jan 2000 - Dec 2011||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1996|
|S7||General Securities Representative Examination (GS)||Sep 2015|
|S66||NASAA Uniform Combined State Law Examination||Dec 2015|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
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