Taylor Lambert (CRD# 6641177) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Metairie, LA and has 1 year of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Vp Management Corp. | Metairie, LA | Jan 2019 - Current | 5 |
Taylor Lambert Insurance Agency | Metairie, LA | Jan 2018 - Current | 6 |
State Farm Insurance | Richardson, TX | Aug 2017 - Dec 2017 | < 1 |
State Farm Vp Management Corp. | New Orleans, LA | May 2016 - Aug 2017 | 1 |
Nick Pontiff Insurance Agency | New Orleans, LA | Jun 2015 - Aug 2017 | 2 |
Louisiana State University Student Government | Baton Rouge, LA | Aug 2014 - May 2015 | < 1 |
Louisiana State University | Baton Rouge, LA | Aug 2011 - May 2015 | 3 |
Cochran Law Firm | New Orleans, LA | May 2013 - Aug 2014 | 1 |
Mitchell Sanchez Firm | New Orleans, LA | May 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2023 |
- LA
- MS
- TX
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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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