George Lambrix
George Lambrix is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Napa, CA, with 42 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1700 Soscol Avenue, Suite 24, Napa, CA, 94559
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2020Other Business ActivitiesSells Insurance
George is an insurance agent selling life, health, and group health insurance since 1984. This requires minimal time each month, with even less time spent during SEC trading hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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