Joseph Lambert (CRD# 865469) is an Investment Advisor Representative working at Lambert Capital Management in Solvang, CA and has over 40 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 2113344
C.d. Allen Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lambert Capital Management | Solvang, CA | Jun 1988 - Current | 35 |
| National Asset Management | Louisville, KY | Jul 2000 - Sep 2021 | 21 |
| Avatar Associates | New York, NY | Dec 1996 - Sep 2021 | 24 |
| Jnl Consulting Services | Santa Ynez, CA | Aug 1988 - Sep 2021 | 33 |
| Syndicated Capital, Inc. | Santa Monica, CA | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1995 |
- CA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$379,066
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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