Andrew Robert Lambertson

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2014 → Present
  Skyson Financial
  Modesto, CA
• 04/2014 → Present
  Founders Financial Securities
  Towson, MD
• 10/2020 → Present
  Lambertson Financial Services
  Modesto, CA

Previous Registrations

• 2012-01-06 → 2014-04-07
  Transamerica Financial Advisors, Llc
  Modesto, CA
• 2008-02-20 → 2012-01-06
  Investment Advisors International, Inc.
  Modesto, CA

Other Businesses

1) Lamberston Financial Services (DBA); Investment Related; 1317 Oakdale Road Suite 1120B, Modesto CA 95355; Start Date: 10/12/2020; Wealth Management Services and Structured Sales; President/Owner; 160 Hrs. per month; 140 Hrs. during trading; work with current/potential clients regarding wealth management services and structured installment sales   2) Skyson Financial; Investment Related; 1317 Oakdale Road Suite 1120B Modesto  CA 95355; Start Date: 04/05/2014; Owner/Partner; 160 Hrs. per month; 8 Hrs. during trading; Partnership that provides services to private, institutional, and government clients in the form of wealth management and financial services, and structured settlements

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-13
• S63 Uniform Securities Agent State Law Examination
  2007-02-02

Other Names

• Andrew Lambertson