Allisyn
Lambert
Trg Investment Advisors, LLC
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About this Advisor
Allisyn Lambert is a financial advisor who works in Brattleboro, Vermont with a total of 2 years of relevant experience. Lambert is on the advisory team at Trg Investment Advisors, LLC. The advisor has gained experience at Cambridge Investment Research, Inc, The New England House Restaurant, Jouve North America, David Manning Inc, Houghton Portable Toilets, Cambridge Investment Research Advisors, Inc and Trg Investment Advisors, LLC. Lambert maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Vermont. Trg Investment Advisors, LLC is a registered investment firm that has its headquarters in Brattleboro, VT. The firm has a total of seven people on staff. It handles $741 million in assets across its 500 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 500 customer accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a set of services, including portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fee schedules depend on which services are provided. Fees billed by Trg Investment Advisors, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trg Investment Advisors, LLC Brokerage Details
$740,564,410
7
500
$1,481,129
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Allisyn Lambert Work History
Allisyn has been registered as a financial advisor for 2 years.*
Trg Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
David Manning Inc
Jouve North America
Houghton Portable Toilets
The New England House Restaurant
*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 Allisyn 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 Trg Investment Advisors, LLC
West Lebanon, NH
Norwich, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
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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