Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Lambrecht is a financial advisor with Cambridge Investment Research Advisors, Inc. Mark has been in the financial industry since June 3, 2000 and holds Series 7, 31 and 66 securities licenses. Mark also holds the SIE license. Mark's professional experience includes previous roles at H&R BLOCK FINANCIAL ADVISORS, INC. and MORGAN STANLEY DW INC. Mark specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
07/08/2024 - Present
Cambridge Investment Research Advisors, Inc. (Marietta GA)
GA
09/10/2001 - 07/09/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (ATLANTA GA)
NY
06/02/2000 - 09/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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