Edward Joseph Lambert

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

• 06/1994 → Present
  Lpl Financial Llc
  Troy, MI
• 07/1996 → Present
  Various Insurance Companies
  Troy, MI
• 04/1984 → Present
  Financial Services Grp Of Michigan, Inc.
  Troy, MI

Previous Registrations

• 2011-01-27 → 2011-04-06
  Financial Services Group Of Michigan,Inc.
  Troy, MI

Other Businesses

1. 04/04/2011 - DBA ONLY, FINANCIAL SERVICES GROUP OF MICHIGAN, INC. 2. 02/05/2014 - FINANCIAL RESOURCES, INC. - FOR ACCOUNTING PURPOSES ONLY - FOR ACCOUNTING PURPOSES ONLY; NON-VARIABLE INSURANCE TRAILS - TROY, MI 3. 02/05/2014 - NON-VARIABLE INSURANCE TRAILS ONLY - DISABILITY, FIXED ANNUITIES, UNIVERSAL LIFE, TERM LIFE NON-VARIABLE INSURANCE TRAILS ONLY - TIME SPENT 0% - TROY, MI

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-08-03

Designations

• Certified Financial Planner