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Gregory Lambert
28 Years of Experience
Spokane, WA
Broker
Gregory Lambert is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane, WA, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
717 West Sprague Avenue, Spokane, WA, 99201
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2017 - Present · 9 yrs 3 mos
Cetera Investment Services LLC
August 2004 - Present · 21 yrs 9 mos
Cetera Investment Services LLCBroker
August 2004 - Present · 21 yrs 9 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
August 1999 - August 2004 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - August 2004 · 6 yrs 7 mos
State Registrations24 states
AZCACOFLHIIDILKSLAMAMEMIMNMTNMNVNYOKORRITXUTWAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.