Allisyn Lambert is a registered investment advisor at Trg Investment Advisors, LLC, based in Brattleboro, VT, with 9 years of industry experience. Allisyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 354 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRG Investment Advisors offers asset management services to friends and family, but does not assess advisory fees for this service. TRG also manages 529 accounts, with a maximum annual fee of 0.6% of the account value, billed quarterly in advance.
Location
48 Harris Place, Brattleboro, VT, 05301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allisyn works as a bookkeeper for Houghton Sanitary Service since 2006, dedicating minimal time. She also works as a driver/bookkeeper for Houghton Portable Toilets since 2009, also dedicating minimal time.
Employment History
Current Registrations
Trg Investment Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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