TrueAdvisor
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FL
CFP
FL
CFP

Frederick Lambert

Raymond James Financial Services Advisors, INC
23 Years of Experience
Pensacola, FL
Broker
View SEC Summary
View SEC Summary

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. Frederick 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

3000 Langley Avenue, Suite 200, Pensacola, FL, 32504

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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

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
August 2015 - Present · 11 yrs 2 mos
Raymond James Financial Services, INC.Broker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Edward Jones
September 2006 - July 2015 · 8 yrs 10 mos
Edward JonesBroker
October 2002 - July 2015 · 12 yrs 9 mos
State Registrations19 states
ALARCACOFLGALAMAMIMSNCNHOHOKTNTXVAWAWI
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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