Kevin F Lamberson
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
5 statesRegistered in
ChFC®Designation
$8.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- TD Private Client Wealth LLCJul 2026 to now
- TD Bank N.A.Jul 2026 to now
- Whole Foods MarketNov 2022 to now
- Gwn Securities, Inc.Oct 2021 to Dec 2025
- Pruco Securities, LLCSep 2019 to Oct 2021
- The Prudential Insurance Company of AmericaSep 2019 to Oct 2021
- UnemployedApr 2019 to Sep 2019
- MassmutualJan 2019 to Apr 2019
- Pruco Securities LLCSep 2015 to Jan 2019
- The Prudential Insurance Co of AmericaSep 2015 to Jan 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 5 states (DE, NC, NJ, NY, PA).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 yearsIn 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
- 6150845
- Firm CRD
- 164484