Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Lambert is a financial advisor associated with D.a. Davidson & Co., a firm that has been in operation since 1935. Lambert is a licensed representative in Alabama, Colorado, Louisiana, Mississippi and Texas. Marcus has been a licensed financial professional since 2010. His previous experience includes working at Crews & Associates, Inc. He is a graduate of the University of Louisiana at Monroe and holds the Series 7, Series 52TO, Series 53 and Series 63 licenses.
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.
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.
1
2
LA
09/01/2015 - Present
D.a. Davidson & Co. (Destrehan LA)
LA
09/21/2010 - 09/10/2015
CREWS & ASSOCIATES, INC. (MONTZ LA)
BC
Issued 10/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Marcus Lambert is the right advisor for you? Invested Better is here to help.
