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Christopher Lambert

3 Years of Experience
Irving, TX
Broker

Christopher Lambert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Irving, TX, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

105 Decker Dr, Ste 450, Irving, TX, 75062

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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

Christopher works as an associate/employee at Cadent Capital, assisting in investment analysis and financial planning. This takes about half of his time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Vanguard Marketing CorporationBroker
September 2022 - May 2023 · 8 mos
State Registrations6 states
CACOFLMINCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.