Frederick Lambert (CRD# 4575668) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pensacola, FL and has over 21 years of experience in the finance industry. Frederick Lambert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Pensacola, FL | Aug 2015 - Current | 8 |
| Raymond James Financial Services,inc | Pensacola, FL | Jul 2015 - Current | 8 |
| Liberty University | Cantonment, FL | Jul 2015 - Current | 8 |
| Iron Horse Wealth Strategies LLC | Pensacola, FL | Jul 2015 - Current | 8 |
| Lambert Properties Of Pensacola, LLC | Pensacola, FL | Jan 2013 - Current | 11 |
| Soundside Divorce Planning | Pensacola, FL | Jan 2019 - Oct 2019 | < 1 |
| Edward Jones | St. Louis, MO | Aug 2002 - Jul 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- FL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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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