Frederick Lambert
Frederick Lambert is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pensacola, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3000 Langley Avenue, Suite 200, Pensacola, FL, 32504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick is the owner, CEO, and President of Iron Horse Wealth Strategies, LLC, a branch support company, dedicating about half his time to it. He also acts as Power of Attorney for his mother, managing her finances with minimal time commitment, and manages commercial real estate, spending a few hours per week on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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