Kimberli Lane Lambert

Employer firm

Fifth Third Securities, Inc. CRD 628

$10.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• SPONSOR WRAP FEE PROGRAM

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

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

Current Employers

Employment History

• 12/2006 → Present
  Fifth Third Bank
  Cape Coral, FL
• 11/2011 → Present
  Fifth Third Securities
  Cape Coral, FL

Other Businesses

David C. Lambert PA - 2727 SW 17th Pl. Cape Coral FL 33914 - Real Estate - administrative assistance - 1 hr/mo (0 during trading hrs) - not investment related - will not interfere with duties at firm ----------------------------------------------------------------------------------------------- rental property - Cape Coral, FL 33991 - owner/landlord - nominal hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm ----------------------------------------------------------------------------------------------- rental property - Levering, MI 49755 - owner/landlord - 4 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-24
• S63 Uniform Securities Agent State Law Examination
  2012-02-10

Other Names

• Kimberli Lane Sergent