Erin Alkire Lambert

Employer firm

Hub Investment Partners, LLC CRD 307956

$11.9B regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 08/2014 → 06/2018
  Virginia Tech
  Blacksburg, VA
• 06/2017 → 08/2017
  Bunting Capital Management
  Norfolk, VA
• 05/2018 → 11/2018
  Integris Wealth Partners
  Richmond, VA
• 05/2018 → 11/2018
  Commonwealth Financial Network
  Waltham, MA
• 12/2018 → 01/2025
  Millennium Advisory Services, Inc.
  Glen Allen, VA
• 12/2024 → Present
  Hub Investment Partners, Llc
  Austin, TX

Previous Registrations

• 2019-05-07 → 2025-01-23
  Millennium Advisory Services, Inc.
  Glen Allen, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-07

Designations

• Certified Financial Planner

Other Names

• Erin Alkire
• Erin Elizabeth Alkire
• Erin Alkire Swift
• Erin A Swift
• Erin Alkire Lambert
• Erin Lambert