Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Caldwell Lambert is a financial advisor with over 9 years of experience in the industry. Richard is a registered representative with Valic Financial Advisors, Inc. and has a series 66, series 7 and SIE license. Richard works with clients from Alabama, Delaware, District of Columbia, Florida, Maryland, North Carolina, Texas, Virginia, and West Virginia. Richard’s main office is located in Birmingham, Alabama. Richard provides a variety of financial services to individuals and businesses, including financial planning, portfolio management and the 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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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AL
10/29/2021 - Present
Valic Financial Advisors, Inc. (BIRMINGHAM AL)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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