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Edgar Lambert

Raymond James Financial Services Advisors, INC
25 Years of Experience
Wayne, PA
1 DisclosureBroker
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Edgar Lambert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wayne, PA, with 25 years of industry experience. Edgar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

595 E Swedesford Road, Suite 360, Wayne, PA, 19087

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Denied
View Full SEC ReportHow to Read Disclosures
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 11 mos
Raymond James Financial Services, INC.Broker
November 2012 - Present · 13 yrs 11 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 Registrations25 states
AZCACODEFLGAILMAMDMIMNMOMTNCNHNJNYOHPARISCTNTXVAWA
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.
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