John Charles Lambert

Employer firm

Simplyria Advisor Network CRD 154494

$215M regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/1982 → Present
  Mt. Holly Ski School
  Holly, MI
• 03/2008 → 02/2017
  Lpl Financial Llc
  Flint, MI
• 07/2017 → Present
  John Lambert Insurance
  Brighton , MI
• 02/2017 → 07/2017
  The Huntington Investment Company
  Flint, MI
• 07/2017 → Present
  Simplyria Advisor Network
  Brighton, MI

Previous Registrations

• 2017-02-01 → 2017-08-03
  The Huntington Investment Company
  Flint, MI
  Cincinnati, OH
• 2008-03-04 → 2017-02-01
  Lpl Financial Llc
  South Lyon, MI
  Novi, MI
  Royal Oak, MI
  Romeo, MI
  Clinton, MI
  Royal Oak, MI
  Traverse City, MI
  Flint, MI
  Clio, MI
  New Lothrop, MI
  Flint, MI
  Flint, MI
  Flint, MI
  Brighton, MI
  Pinckney, MI
  Brighton, MI
  Flint, MI
  Flushing, MI
  Grand Blanc, MI
  Mt. Morris, MI
  Davison, MI
  Grand Blanc, MI
  Howell, MI
  Pinckney, MI
  Ypsilanti, MI
  Flint, MI
  Howell, MI
  Brighton, MI
  Northville, MI
  Novi, MI
  Canton, MI
  South Lyon, MI
  Commerce Township, MI
  Novi, MI
• 2006-10-17 → 2008-03-04
  Ifmg Securities, Inc.
  Flint, MI
  Traverse City, MI
  Flint, MI
  Clio, MI
  New Lothrop, MI

Other Businesses

1) John Lambert Insurance Agent - Investment Related - At 1024 E Grand River Ave, Ste B, Brighton MI, 48116 - Insurance Provider - Insurance Producer - 07/2017 - 5 hours per month - During trading hours 5 hours per month. Evaluating Insurance products and soliciting them to clients 2) 01/12/2016: Mt. Holly Ski School - Outside/W-2 Employment - Not Investment Related - Mt. Holly Ski Area, 13536 Dixie Hwy, Holly, MI 48442 - Start 11/01/1982 - 16 Hr/Mo; 0 Hours During Securities Trading - Ski Instructor

Exams

• S66 Uniform Combined State Law Examination
  2006-06-05
• S63 Uniform Securities Agent State Law Examination
  1993-10-08

Designations

• Certified Financial Planner
• Chartered Financial Consultant