Edgar Lambert is a registered investment advisor, based in Wayne, PA, with 24 years of industry experience.
Location
595 E Swedesford Road, Suite 360, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Denied
Other Business Activities
Edgar is the owner of Birch Run Financial, a support company, dedicating minimal time. He is also an author for Mastering the Money Mind, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2012 - Present · 13 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2009 - November 2012 · 3 yrs 1 mo
Live Your Vision, LLC
October 2009 - November 2012 · 3 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2001 - April 2007 · 5 yrs 8 mos
State Registrations24 states
AZCACODEFLGAILMAMDMIMNMONCNHNJNYOHPARISCTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.