Alexander
Lambert
Transamerica Retirement Advisors, LLC
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About this Advisor
Alexander Lambert is a financial advisor based in Bozeman, Montana, working with Transamerica Retirement Advisors, LLC. Alexander has previously held positions at Cetera Investment Services LLC, Harris Teeter, Dermatology Center Of Williamsburg, Student, Duck Donuts, Cetera Investment Advisers LLC, Transamerica Investors Securities Corporation, and Transamerica Life Insurance Company. Alexander has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Montana. Currently, Alexander is part of Transamerica Retirement Advisors, LLC, which operates out of Bozeman, Montana. The firm has 53 offices and 333 employees. The firm manages assets totaling $12.7 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Transamerica Retirement Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$12,680,043,622
333
160,403
$79,051
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Alexander Lambert Work History
Transamerica Investors Securities Corporation
Transamerica Life Insurance Company
Cetera Investment Services LLC
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Harris Teeter
Student
Dermatology Center Of Williamsburg
Student
Duck Donuts
Student
Dermatology Center Of Williamsburg
Student
Student
Disclosures
Please visit the SEC profile of Alexander Lambert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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