Carly Lynne Lambeth

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2025 → Present
  Retirement Wealth Group Inc.
  Redlands, CA
• 06/2022 → 12/2024
  Ponte Winery And Family Estates
  Temecula, CA
• 08/2018 → 05/2022
  Loyola University Chicago
  Chicago, IL
• 08/2014 → 06/2018
  Citrus Valley High School
  Highland, CA
• 03/2025 → Present
  Lpl Financial
  Redlands, CA
• 01/2025 → 03/2025
  Thrivent Financial
  Temecula, CA

Other Businesses

1. 04/2025 - Retirement Wealth Group Inc. - DBA for LPL Business (entity for LPL business) - Investment related - 40 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/4/2025

Exams

• S66 Uniform Combined State Law Examination
  2026-03-27