JL
CFP · ChFC
JL
CFP · ChFC

John Charles Lambert

31 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
733 clients
Average Client Portfolio
$250K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:$250K
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Location

1024 E. Grand River Ave, Suite B, Brighton, MI, 48116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a ski instructor and coach, dedicating minimal time to these activities. He coaches junior athletes, assists the Grand Blanc Ski Team, instructs at Mt. Holly Ski School, and coaches at Powers Catholic High School.

Employment History
Current Registrations
Caitlin John, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
The Huntington Investment Company
February 2017 - August 2017 · 6 mos
The Huntington Investment CompanyBroker
February 2017 - August 2017 · 6 mos
LPL Financial LLCBroker
March 2008 - February 2017 · 8 yrs 11 mos
LPL Financial LLC
March 2008 - February 2017 · 8 yrs 11 mos
Ifmg Securities, INC.
October 2006 - March 2008 · 1 yr 5 mos
Ifmg Securities, INC.Broker
July 2004 - March 2008 · 3 yrs 8 mos
Financial Network Investment CorporationBroker
March 2004 - July 2004 · 4 mos
Linsco/private Ledger CORP.Broker
July 2001 - March 2004 · 2 yrs 8 mos
Fiserv Investor Services, INC.Broker
February 1998 - April 2001 · 3 yrs 2 mos
Aegon USA Securities INC.Broker
October 1996 - February 1998 · 1 yr 4 mos
MML Investors Services, INC.Broker
October 1993 - October 1996 · 3 yrs
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
John Charles Lambert - Financial Advisor | TrueAdvisor