David Harry Lambert

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Coeur D Alene, ID
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Coeur D Alene, ID
• 05/2024 → Present
  Benjamin F Edwards & Co, Inc.
  St. Louis, MO

Previous Registrations

• 2008-01-01 → 2024-05-15
  Wells Fargo Clearing Services, Llc
  Coeur D'ALene, ID
  Laguna Hills, CA
  Irvine, CA
  Spokane, WA
  Stan Tan Valley, AZ
• 2005-11-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Coeur D'ALene, ID
  St. Louis, MO
  Laguna Beach, CA
• 1999-04-21 → 2005-11-21
  Morgan Stanley Dw Inc.
  Laguna Woods, CA

Other Businesses

1) TRUSTEE FOR BROTHER'S TRUST, INV RELATED, VERADALE, WA, START: 9/25/2020, 1 HR/MONTH, 1 HR DURING TRADING. 2) Dean A Lambert Trust; investment-related; Spokane Valley, Washington; Trustee; Start date: 2/08/2019; 0 hours/month; 0 hours/month during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2004-03-09
• S63 Uniform Securities Agent State Law Examination
  1985-08-23