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Edison Tate Lambeth

Equity Investment Corp.

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About Edison Tate Lambeth

Edison Lambeth is a Registered Representative and Investment Advisor Representative with Equity Investment Corp. Edison has been in the industry since 2000 and has a broad range of experience, including previous roles with Unified Financial Securities, Inc., Prudential Investment Management Services LLC, ING Funds Distributor, LLC, ING Investment Management Services LLC, and UBS Paine Webber Inc. Edison is licensed in several states, including Georgia and Texas, and has a strong background in portfolio management for individuals, businesses, and investment companies.

Firm Information

Edison Lambeth is currently registered with Equity Investment Corp.. Equity Investment Corp. is an investment advisor registered with the SEC. The firm, headquartered in Atlanta, GA, manages approximately $2.65 billion in assets for various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. They offer portfolio management services for individuals, businesses, and investment companies. The firm also participates in wrap fee programs.
Equity Investment Corp.

1776 PEACHTREE STREET NW

ATLANTA, GA 30309

$2.65B

Assets Under Management

10

Total Clients

14

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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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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Edison Lambeth’s Registration & Firm History

GA

10/03/2016 - Present

Equity Investment Corp. (ATLANTA GA)

IN

08/25/2008 - 02/27/2015

UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)

NJ

10/24/2007 - 06/06/2008

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

CT

12/20/2006 - 09/12/2007

ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)

NY

05/14/2002 - 01/03/2007

ING INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)

NJ

09/22/2000 - 05/07/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 07/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edison Tate Lambeth.
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