James Lambert (CRD# 809327) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 43 years of experience in the finance industry.
CRD# 3263959
Ubs Financial Services Inc.
CRD# 2155388
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6350470
Blackrock Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors | Glen Burnie, MD | Dec 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1981 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- CA
- CT
- DC
- FL
- GA
- ME
- MD
- MA
- NY
- NC
- OR
- PA
- VA
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Total Assets Under Management25,247MILLIONS
-
Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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