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 a financial advisor with over 22 years of experience in the financial services industry. David has held various roles at different firms throughout his career, including Comerica Securities, BDIRECT Securities, Inc., and PFPC Distributors, Inc. David is currently registered as a broker-dealer with J.P. Morgan Securities LLC and as an investment advisor with J.P. Morgan Private Wealth Advisors LLC. David offers various financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. David has a diverse clientele that includes individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
01/26/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
05/02/2013 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
MI
10/13/2003 - 06/21/2006
COMERICA SECURITIES (DETROIT MI)
MA
10/18/2000 - 03/15/2002
BDIRECT SECURITIES, INC. (BOSTON MA)
ME
11/07/1996 - 03/28/2000
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
CA
11/29/1995 - 07/10/1996
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
TN
04/07/1993 - 09/13/1994
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
MA
05/06/1991 - 03/17/1993
AMERICAN FINANCE GROUP SECURITIES CORP. (BOSTON MA)
AZ
10/31/1990 - 03/25/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/23/1988 - 11/02/1988
J. T. MORAN & CO., INC.
IA
Issued 07/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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