Andrew
Lambertson

Founders Financial Securities LLC

CRD#5256385
Investment Advisor
in Modesto, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Lambertson is a financial advisor operating in Modesto, California, with 9 years of industry experience. Lambertson is an advisor for Founders Financial Securities LLC. Their career trajectory has included roles at World Financial Group, Transamerica Financial Advisors, Inc, Skyson Financial, Founders Financial Securities and Lambertson Financial Services. Lambertson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California. Founders Financial Securities LLC is a firm operating out of Towson, MD. The investment advisory business has offices in 63 locations and a total of 138 advisors. It oversees $2 billion in assets under management among its 16,137 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 25 charitable organizations. Of its 16,137 accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. Fee types charged by Founders Financial Securities LLC may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

1317 Oakdale Road Suite 1120B
Modesto, CA 95355

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Founders Financial Securities LLC Brokerage Details

Total Assets Under Management

$2,272,682,543

CA Average: $6,889,882,315
Total Number of Employees

138

CA Average: 45
Total Number of Accounts

16,137

CA Average: 765
Average Account Size

$140,837

CA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Andrew Lambertson Work History

Andrew has been registered as a financial advisor for 9 years.*

2020 - Present (4 years)

Lambertson Financial Services

2014 - Present (10 years)

Skyson Financial

2014 - Present (10 years)

Founders Financial Securities

2012 - 2014 (2 years)

Transamerica Financial Advisors, Inc

2006 - 2014 (8 years)

World Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Lambertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Founders Financial Securities, LLC

Andrew Douglas
Newark, DE
Matthew Kradel
Martinsburg, WV
Lisa Spitler
Brighton, MI
Emily Mascio
Finksburg, MD
Brian Zabora
Towson, MD
Kimberly Stewart
Delaware, OK
Bruce Cain
Anderson, IN
Patrick Herkert
Cedarburg, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started