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Michael Wayne Lambert

Crews & Associates, Inc.

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About Michael Wayne Lambert

Michael Lambert is a financial advisor registered with Crews & Associates, Inc. Michael has been in the financial services industry since 2002 and has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations and individuals. Michael holds the Series 7, Series 50, Series 52TO, Series 53, Series 54, and Series 79TO licenses, as well as the SIE exam. Michael's goal is to provide clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Michael Lambert is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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Michael Lambert’s Registration & Firm History

IN

05/21/2002 - Present

Crews & Associates, Inc. (Indianapolis IN)

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Licenses & Designations

BC

Issued 06/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2024

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 02/26/2019

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 05/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Wayne Lambert.
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