Frederick A Lambert

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Raymond James Financial Services,Inc
  Pensacola, FL
• 08/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Pensacola, FL
• 07/2015 → Present
  Iron Horse Wealth Strategies Llc
  Pensacola, FL
• 01/2013 → Present
  Lambert Properties Of Pensacola, Llc
  Pensacola, FL
• 07/2015 → Present
  Liberty University
  Cantonment, FL
• 01/2019 → 10/2019
  Soundside Divorce Planning
  Pensacola, FL

Previous Registrations

• 2006-09-08 → 2015-07-13
  Edward Jones
  Pensacola, FL

Other Businesses

(1)Name of Business: Iron Horse Wealth Strategies, LLC Address: 3000 Langley Ave Ste 200, Pensacola, FL, 32504, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - CEO, Officer - President Investment Related: No Start Date: 07/27/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of branch support company (2)Name of Business: Lambert Address: 1631 W Nine One Half Mile Rd, Cantonment, FL, 32533, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 01/12/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. Durable POA for my mother, Marian B. Lambert. Manage monthly bills, checking, savings, and investment accounts. (3)Name of Business: Lambert Properties of Pensacola, LLC Address: 3000 Langley Ave., Suite 200, Pensacola, FL, 32504, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/08/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent and maintain property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-05
• S63 Uniform Securities Agent State Law Examination
  2002-10-17

Designations

• Certified Financial Planner

Other Names

• Frederick Augustin Lambert