Ira Denard Lambeth

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 11/1997 → 04/2019
  Us Navy
  Tampa, FL
• 11/2018 → 04/2019
  First Command Financial Services
  Fort Worth, TX
• 04/2019 → 06/2022
  First Command Financial Planning Inc
  Fort Worth, TX
• 04/2019 → 06/2022
  First Command Advisory Services Inc
  Fort Worth, TX
• 04/2019 → 06/2022
  First Command Insurance Services Inc
  Fort Worth, TX
• 07/2022 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2019-04-15 → 2022-06-01
  First Command Advisory Services
  Tampa, FL
  Fort Worth, TX
  Corpus Christi, TX

Other Businesses

(1)Name of the other business: Air BnB ; Whether the business is investment-related: No ; Address of the other business: 2406 Gulf Blvd, #203 Indian Rocks Beach, FL ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner of rental property ; The start date of your relationship: 5/1/2020 ; The approximate number of hours/month you devote to the other business: 6 - 10 ; The number of hours you devote to the other business during securities trading hours: 0 ; Briefly describe your duties relating to the other business: Own and manage a small condo that I rent out through Airbnb

Exams

• S66 Uniform Combined State Law Examination
  2019-04-04