Todd Lambert is a registered investment advisor, based in Lafayette, LA, with 32 years of industry experience.
Location
1021 E. St. Mary Blvd., Lafayette, LA, 70503
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is a financial advisor/partner at Summit Financial Wealth Advisors and an agent for fixed insurance, dedicating full-time hours and a few hours per week, respectively. He also has ownership in DTM Investment Properties LLC, D.T.M. Management LLC, and Southern Asset Managers, LLC, and serves as a board member for Second Harvest Food Bank.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial Wealth Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.