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Edison Lambeth

Equity Investment CORP
25 Years of Experience
Atlanta, GA
Broker
View SEC Summary
View SEC Summary

Edison Lambeth is a registered investment advisor at Equity Investment CORP, based in Atlanta, GA, with 25 years of industry experience. Edison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,761 clients with $3.5B in assets under management.

Equity Investment CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
6,761 clients
Average Client Portfolio
$519K average
Assets Under Management
$3.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.

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

Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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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

Edison is a Senior Director at Equity Investment Corporation, focusing on client sales and service, dedicating full-time hours to this role. He is also an Ethics Committee member at IMCA-Investments & Wealth Institute, spending a few hours per week without compensation.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 10 yrs
Foreside Funds Distributors LLC
March 2015 - Present · 11 yrs 7 mos
Foreside Funds Distributors LLCBroker
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Jfb Holdings CORP
July 2015 - October 2017 · 2 yrs 3 mos
Unified Financial Securities, INC.Broker
August 2008 - February 2015 · 6 yrs 6 mos
Prudential Investment Management Services LLCBroker
October 2007 - June 2008 · 8 mos
Ing Investment Management CO.
February 2007 - September 2007 · 7 mos
Ing Funds Distributor, LLCBroker
December 2006 - September 2007 · 9 mos
Ing Investment Management Services LLCBroker
May 2002 - January 2007 · 4 yrs 8 mos
UBS Painewebber INC.Broker
September 2000 - May 2002 · 1 yr 8 mos
State Registrations10 states
ARAZCOGAKSLANMOKTXUT
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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