Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lambert is a registered representative with LPL Enterprise, LLC in CHULA VISTA, CA. Christopher has been in the industry since June 1, 2016 and has a strong track record of providing financial advice to individuals and businesses. Christopher holds multiple professional licenses, including Series 7, Series 10, Series 24, Series 63, and Series 66. Christopher has worked with TD Ameritrade Institutional, AIG Direct, LPL Financial LLC and AW Securities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/27/2024 - Present
LPL Enterprise, LLC (CHULA VISTA CA)
CA
02/02/2021 - 05/17/2021
AW SECURITIES (FOLSOM CA)
CA
03/05/2020 - 01/25/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
05/26/2016 - 03/10/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
12/22/2017 - 08/29/2019
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BOTH
Issued 06/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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