Terrence Lambert is a registered investment advisor at Wells Fargo Advisors, based in Long Beach, NY, with 50 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
152 E Park Ave, Ste 201, Long Beach, NY, 11561
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terrence owns 152 Associates, an investment-related business, since 2020. He spends about 10-20% of his time on this, including 6 hours during trading, for Finet practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Jwgenesis Securities, INC.Broker
National Securities CorporationBroker
The Boston GroupBroker
Lintz Glover White & Company, INC.Broker
Hampshire Securities CorporationBroker
Brenner Securities CorporationBroker
Miller Tabak Hirsch & CO.Broker
Drexel Burnham Lambert IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Wertheim Schroder & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
Wood, Struthers & Winthrop INCBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations28 states
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