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Arthur Lambi

22 Years of Experience
Plainville, MA
Broker

Arthur Lambi is a registered investment advisor, based in Plainville, MA, with 22 years of industry experience.

Location

30 Man Mar DR, Suite 3, Plainville, MA, 02762

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Arthur is the president of Arthur Lambi & Associates, an accounting/CPA consulting business, and spends minimal time on it. He is also the president of Arthur Lambi Jr CPA LTD DBA Lambi Financial Group, where he works as a financial advisor and spends minimal time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Bentley Wealth Advisors, LLC
January 2019 - December 2023 · 4 yrs 11 mos
Bentley Wealth Advisors, LLC
October 2018 - December 2018 · 2 mos
Commonwealth Financial Network
January 2003 - October 2018 · 15 yrs 9 mos
State Registrations5 states
FLMANHNJRI
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.
Arthur Lambi - Financial Advisor | TrueAdvisor