Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lambeth is a financial professional with over 30 years of experience in the financial services industry. Jeffrey currently works with Charles Schwab & Co., Inc. Jeffrey is a Certified Financial Planner® and is registered with the state of Texas. Jeffrey has worked with many financial institutions during his career including J.P. Morgan Securities LLC, TD Ameritrade, Inc., and Fidelity Brokerage Services LLC. Jeffrey specializes in providing financial planning services and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/12/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/07/2019 - 01/28/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
05/11/2015 - 09/07/2018
TD AMERITRADE, INC. (Southlake TX)
TX
08/14/2012 - 04/30/2015
NFP ADVISOR SERVICES, LLC (SOUTHLAKE TX)
TX
05/02/2006 - 03/13/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
03/19/1987 - 11/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NA
07/23/1986 - 11/06/1986
BLINDER, ROBINSON & CO.,INC.
BOTH
Issued 08/27/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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