Advisor at Lambert Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lambert Capital Management
Location
Santa Barbara, CA 93101
Credentials
Series 63, Series 65
Industry experience
7 years
$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Lambert Capital Management
2026 - Present (1 year)
National Asset Management
2000 - 2021 (21 years)
Avatar Associates
1996 - 2021 (25 years)
JNL Consulting Services
1988 - 2021 (33 years)
Lambert Capital Management
1988 - 2025 (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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