Michael Lambrecht, financial advisor San Jose CA
83 score

Michael Lambrecht

CRD Number: 1846927
Current Firm: Integrated Wealth Counsel, LLC

Michael Lambrecht (CRD# 1846927) is an Investment Advisor Representative working at Integrated Wealth Counsel, LLC in San Jose, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Counsel, LLC Reno, NV Jun 2016 - Current < 1
Charles Schwab Bank Pleasanton, CA Jun 2007 - May 2016 8
Charles Schwab & Company, Inc. Pleasanton, CA Sep 2002 - May 2016 13
Monte Vista High School Danville, CA Jan 2009 - May 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S66 NASAA Uniform Combined State Law Examination Apr 2006
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 Michael A. Lambrecht
Phone Number: 866-898-1860
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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