David Lambert is a registered investment advisor at LPL Financial LLC, based in Lebanon, NJ, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
100 Corporate Drive Ste 101, Lebanon, NJ, 08833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates under the DBA Collins Lambert for his LPL business, dedicating full-time hours to it. He also works as a technical editor for Wiley & Sons, spending a few hours per week on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Valley National Advisers INC
Valley National Investments, INC.Broker
Dresdner Kleinwort Wasserstein Securities LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
Chase Securities, INC.Broker
Irving Securities, INC.Broker
State Registrations20 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.