Michael Lambert (CRD# 2269934) is an Investment Advisor Representative working at Primerica Advisors in Winthrop Harbor, IL and has over 31 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 2424715
Mesirow Financial Investment Management, Inc.
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Winthrop Harbor, IL | Jul 1992 - Current | 31 |
| Primerica Financial Services | North Chicago, IL | Jan 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- IL
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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