Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lambert is an investment advisor representative and a registered principal, currently associated with LPL Financial LLC. David has been in the financial industry since July 1, 1989 and has a long history of experience with several financial institutions. David has earned the Series 7, 8, 24, 63 and 66 licenses. David specializes in portfolio management, financial planning and consulting, and has a strong track record of providing personalized financial advice to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/17/2008 - Present
LPL Financial LLC (LEBANON NJ)
PA
11/20/2002 - 07/18/2008
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
NY
04/20/2001 - 05/16/2002
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
03/25/1996 - 12/12/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/28/1991 - 10/27/1995
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MD
11/24/1989 - 05/24/1991
CHASE SECURITIES, INC. (NEW YORK MD)
NA
09/01/1987 - 05/04/1989
IRVING SECURITIES, INC.
BOTH
Issued 12/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/03/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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