James Lambert, financial advisor Linthicum Heights MD

James Lambert

CRD 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.

Similar Advisors
Erik Johnson, financial advisor Linthicum Heights MD
Erik D. Johnson
CRD# 2185673
Cornerstone Advisory
Similar Advisors
Matthew Aaron, financial advisor Linthicum Heights MD
Matthew J. Aaron
CRD# 6123752
Northwestern Mutual Investment Services,llc
Similar Advisors
Sergio Abarca Fuente, financial advisor Linthicum Heights MD
Sergio F. Abarca Fuente
CRD# 7032841
Edward Jones
Company Name Location Dates Years
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
Contact Info for James C. Lambert
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CA
  • CT
  • DC
  • FL
  • GA
  • ME
  • MD
  • MA
  • NY
  • NC
  • OR
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    26,915
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $74,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from James Lambert and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.