Richard Lambert (CRD# 2754885) is an Investment Advisor Representative working at Edward Jones in Pearland, TX and has over 20 years of experience in the finance industry.
Understanding that Weath Management is not just investing, it's helping to develop a plan for keeping what you earn and managing all aspects of your finances. Doing this helps clients understand the difference in maintaining wealth and building wealth.
I also work and sponser Investing for Women to help them understand investments and that they are just as important and in some case more so the the men. Women live longer then men as a norm and need to understand they have to plan for this.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2015 - Current | 8 |
| Lambert Group | Pearland, TX | Dec 2014 - Aug 2015 | < 1 |
| Robert Half | Houston, TX | Sep 2014 - Dec 2014 | < 1 |
| Att | Bellaire, TX | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
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