James LambertCRD Number: 809327
Current Firm: Valic Financial Advisors, Inc.
James Lambert (CRD# 809327) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 41 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
|Valic Financial Advisors||Glen Burnie, MD||Dec 1997 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1981|
|S66||NASAA Uniform Combined State Law Examination||Apr 2004|
Total Assets Under Management26,915MILLIONS
Total Number of Accounts359,447ACCOUNTS
Average Account Value$74,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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