EL
EL

Edison Tate Lambeth

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
6,039 clients
Average Client Portfolio
$505K average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only
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Location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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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

Edison is a Senior Director at Equity Investment Corporation, focusing on client sales and service, dedicating full-time hours to this role. He is also an Ethics Committee member at IMCA-Investments & Wealth Institute, spending a few hours per week without compensation.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 9 yrs 4 mos
Foreside Funds Distributors LLC
March 2015 - Present · 10 yrs 11 mos
Foreside Funds Distributors LLCBroker
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
Jfb Holdings CORP
July 2015 - October 2017 · 2 yrs 3 mos
Unified Financial Securities, INC.Broker
August 2008 - February 2015 · 6 yrs 6 mos
Prudential Investment Management Services LLCBroker
October 2007 - June 2008 · 8 mos
Ing Investment Management CO.
February 2007 - September 2007 · 7 mos
Ing Funds Distributor, LLCBroker
December 2006 - September 2007 · 9 mos
Ing Investment Management Services LLCBroker
May 2002 - January 2007 · 4 yrs 8 mos
UBS Painewebber INC.Broker
September 2000 - May 2002 · 1 yr 8 mos
State Registrations10 states
ARAZCOGAKSLANMOKTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.