PL
PL

Paul Lambert

43 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
499 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$790.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$9,500
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Location

4582 S Ulster Street, Suite 1400, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is the president of Paul Lambert, Inc., providing financial and retirement planning, employee benefits, executive compensation, business consulting, and portfolio management, dedicating about half his time. He is also a member/passive investor in W Street, LLC and manager of Winyawina, LLC, spending minimal time on each.

Employment History
Current Registrations
Gill Capital Partners
April 2019 - Present · 6 yrs 10 mos
Gill Capital Partners, LLCBroker
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Apw Capital, INC.Broker
March 2007 - April 2019 · 12 yrs 1 mo
United Securities Alliance, INC.Broker
April 2005 - February 2007 · 1 yr 10 mos
Walnut Street Securities, INC.Broker
June 2003 - April 2005 · 1 yr 10 mos
Walnut Street Advisers INC
July 1999 - June 2003 · 3 yrs 11 mos
Cherry Street Partners
January 1999 - December 2019 · 20 yrs 11 mos
Walnut Street Securities, INC.Broker
June 1987 - June 2003 · 16 yrs
Cigna Securities, INC.Broker
March 1982 - June 1987 · 5 yrs 3 mos
State Registrations2 states
COTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.