Julius
Lambert
Eagle Strategies LLC
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About this Advisor
Julius Lambert is a financial advisor based in Austin, Texas, working with Eagle Strategies LLC. Julius has previously held positions at Randolph Brooks Federal Credit Union, One West Bank - Cit / Financial Freedom, Telenetwork, Whataburger, Texas State University, Taco Cabana, New York Life Insurance Co, Nylife Securities LLC, Charles Schwab & Co., Inc, Chi'Lantro Bbq, Silas Parker & Associates LLC, and Eagle Strategies LLC. Julius has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Julius is part of Eagle Strategies LLC, which operates out of Austin, Texas. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$20,357,746,578
2,567
95,287
$213,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Julius Lambert Work History
Nylife Securities LLC
Silas Parker & Associates LLC
Eagle Strategies LLC
Charles Schwab & Co., Inc
New York Life Insurance Co
Chi'Lantro Bbq
Silas Parker & Associates LLC
Randolph Brooks Federal Credit Union
One West Bank - Cit / Financial Freedom
Telenetwork
Whataburger
Texas State University
Taco Cabana
Disclosures
Please visit the SEC profile of Julius 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 Eagle Strategies LLC
Fremont, CA
Woodbury, MN
Scottsdale, AZ
Frisco, TX
Bellevue, WA
Renton, WA
Oklahoma City, OK
Gillette, WY
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