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Alexander Charles Lambert

Transamerica Retirement Advisors, LLC

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About Alexander Charles Lambert

Alexander Charles Lambert is a financial professional with experience in the industry since 2023. Alexander is currently registered with Transamerica Retirement Advisors, LLC in Bozeman, Montana. Alexander previously worked with Cetera Investment Services LLC in Glen Allen, Virginia. Alexander has a Series 65, Series 63, Series 7TO, and SIE licenses. Alexander has a specialization in providing financial advice to individuals, families, corporations, and small businesses.

Firm Information

Alexander Lambert is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Lambert’s Registration & Firm History

MT

11/21/2023 - Present

Transamerica Retirement Advisors, LLC (Bozeman MT)

VA

09/20/2023 - 10/02/2023

CETERA INVESTMENT SERVICES LLC (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 06/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Charles Lambert.
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