Keith Lambert
Keith Lambert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 4 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
Firm Size
IM Fee
Assets Under Management
Location
625 Beachland Blvd, Suite 2, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a Registered Associate at The Kanner Group since 2021, dedicating nearly full-time hours to this role. He is also the owner and president of Lambert Financial Planning LLC, spending about half of his time in this capacity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations26 states
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