Carolyn Lambert
Carolyn Lambert is a CFP-designated registered investment advisor at Archer Investment Corporation, based in Tazewell, TN, with 28 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,335 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Archer reserves the right to waive advisory fees for investments in the Archer Series Trust, including federal retirement plan rules accounts.
Fee Estimator
Location
1805 Main St., Tazewell, TN, 37879
Get directionsHistory
Regulatory History (1)
Regulatory
March 1995Other Business ActivitiesSells Insurance
Carolyn owns Lambert Bookkeeping & Financial Services, providing tax preparation, accounting, and consulting services, dedicating about half of her time to it. She also serves as Treasurer/Comptroller for the Claiborne County Historical & Genealogical Society and works as an insurance agent for Jackson National, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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.