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Andrew Robert Lambertson

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
9,021 clients
Average Client Portfolio
$368K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5K
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Location

1317 Oakdale Road, Suite 1120B, Modesto, CA, 95355

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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

Andrew is the President/Owner of Lamberston Financial Services, providing wealth management services and structured sales, dedicating full-time hours. He is also an Owner/Partner at Skyson Financial, a partnership providing wealth management and financial services, also dedicating full-time hours.

Employment History
Current Registrations
Founders Financial Securities, LLC
April 2014 - Present · 11 yrs 10 mos
Founders Financial Securities LLCBroker
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Transamerica Financial Advisors, INC.
January 2012 - April 2014 · 2 yrs 3 mos
Transamerica Financial Advisors, INCBroker
January 2012 - April 2014 · 2 yrs 3 mos
Investment Advisors International, INC.
February 2008 - January 2012 · 3 yrs 11 mos
World Group Securities, INC.Broker
February 2007 - January 2012 · 4 yrs 11 mos
State Registrations16 states
CADEFLHIIAIDILMOMSNENVOHORTNWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Robert Lambertson - Financial Advisor | TrueAdvisor