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Carolyn Rita Lambert

Archer Investment Corp.

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About Carolyn Rita Lambert

Carolyn Lambert is a financial advisor registered with Archer Investment Corp. Carolyn Lambert has been in the financial industry since 1999. She is also a registered Investment Advisor in Tennessee. Carolyn Lambert has earned the Certified Financial Planner designation and holds Series 6, 7, and 63 securities licenses as well as the Series 65 Investment Advisor license. Carolyn Lambert has experience with providing financial advice to individuals, businesses, and pension plans.

Firm Information

Carolyn Lambert is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Carolyn Lambert’s Registration & Firm History

IN

08/09/2024 - Present

Archer Investment Corp. (CARMEL IN)

TN

06/23/1999 - 12/06/2019

AVANTAX INVESTMENT SERVICES, INC. (TAZEWELL TN)

NA

03/29/1985 - 07/07/1986

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 11/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Carolyn Rita Lambert. Review regulatory record here.
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