Richard Lambert, financial advisor Pearland TX
92 score

Richard Lambert

CRD 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.

CONTACT
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Company Name Location Dates Years
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
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Richard D. Lambert
By the Numbers
  • Total Assets Under Management
    262,473
    MILLIONS
  • Total Number of Accounts
    2,049,107
    ACCOUNTS
  • Average Account Value
    $128,091
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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BADGES
92
Verified Page
Data verified by both the advisor and the public regulatory data.

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