Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Lambert is a financial advisor with over 40 years of experience in the industry. He is registered with the state of Colorado and Texas, and is a Registered Representative of Gill Capital Partners, LLC. Paul has a diverse background in financial planning, retirement planning, employee benefits planning, executive compensation planning, business consulting, and portfolio management. He has served as a President of Paul Lambert, Inc. since 1987 and is currently a member and passive investor in W Street, LLC, a pooled investment.
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.
1
2
CO
08/28/2019 - Present
Gill Capital Partners, LLC (DENVER CO)
CO
03/12/2007 - 04/11/2019
APW CAPITAL, INC. (DENVER CO)
CO
04/08/2005 - 02/27/2007
UNITED SECURITIES ALLIANCE, INC. (DENVER CO)
CA
06/24/2003 - 04/11/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
06/03/1987 - 06/20/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/10/1982 - 06/15/1987
CIGNA SECURITIES, INC.
BC
Issued 09/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1994
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/17/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/30/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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