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Timothy Allen Lambros

Trajan Wealth, LLC

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About Timothy Allen Lambros

Timothy Lambros is an investment advisor representative for Trajan Wealth, LLC and has been working in the financial services industry since 2012. Timothy is registered as an investment advisor representative in Arizona. The representative is also licensed as an insurance agent. Timothy is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Timothy is available to clients at the firm's Scottsdale or Tucson offices.

Firm Information

Timothy Lambros is currently registered with Trajan Wealth, LLC. Trajan Wealth, LLC is a Scottsdale, Arizona-based investment advisor with 32 licensed agents and 34 investment advisor representatives. The firm manages approximately $1.37 billion in assets for 13,372 clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. Trajan Wealth offers financial planning, educational seminars, selection of other advisers, and portfolio management for individuals, investment companies, and pooled investment vehicles.
Trajan Wealth, LLC

18700 NORTH HAYDEN ROAD

SCOTTSDALE, AZ 85255

$1.37B

Assets Under Management

Not reported

Total Clients

32

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

1031 advisory fees

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Timothy Lambros’s Registration & Firm History

AZ

08/01/2018 - Present

Trajan Wealth, LLC (SCOTTSDALE AZ)

IL

06/09/2012 - 07/09/2014

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 01/08/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Allen Lambros.
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