Emily
Lambert
Pfs Investments Inc
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About this Advisor
Emily Lambert is a financial advisor operating in Richardson, Texas who has 3 years of relevant experience. Lambert works at Pfs Investments Inc. Over the course of their career, they have held roles at Pfs Investments Inc, Primerica Financial Services, Bkm Total Office Of Texas, Charlottesville City Schools, White Hall Vineyards, The International School Of Charlottesville, Students For Christ, Camp Ozark, University Of Virginia Libraries, Redfin Corporation and Redfin Home Services. Lambert maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Pfs Investments Inc is a business that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 people on staff. It has $7 billion in assets under management across its 56,552 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 36 charities and foundations. Of its 56,552 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers portfolio management for individuals and small businesses. Financial management fee schedules usually vary depending on the financial services offered. However, fee types billed by Pfs Investments Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfs Investments Inc Brokerage Details
$7,088,085,794
3,449
56,552
$125,337
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Emily Lambert Work History
Emily has been registered as a financial advisor for 3 years.*
Redfin Home Services
Pfs Investments Inc
Primerica Financial Services
Redfin Corporation
Bkm Total Office Of Texas
Bkm Total Office Of Texas
Bkm Total Office Of Texas
Charlottesville City Schools
White Hall Vineyards
The International School Of Charlottesville
Students For Christ
Camp Ozark
University Of Virginia Libraries
*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 Emily Lambert 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 Primerica Advisors
Baton Rouge, LA
Columbus, OH
York, PA
Corpus Christi, TX
Hauppauge, NY
Orlando, FL
Clifton Park, NY
Hiawatha, IA
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.
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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.
