Paul Todd Lambert
Investment adviser representative at Indivisible Partners
34 yearsExperience
1 stateRegistered in
$2.1BFirm assets
1 yearFirm in business
Are you Paul Todd Lambert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Indivisible Partners LLCJan 2025 to now
- Bates Group LLCJul 2022 to now
- RetiredMar 2022 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 1992 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (IL).
Indivisible Partners
Legal name: Indivisible Partners, LLC
$2.1BAssets managed
676Clients
23Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2205341
- Firm CRD
- 332431