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Erin Alkire Lambert

Investment adviser representative at Hub Investment Partners, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.9BFirm 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 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
  • Seminars and workshops

Experience

12 years in the industry.

  1. Hub Investment Partners, LLCDec 2024 to now
  2. Millennium Advisory Services, Inc.Dec 2018 to Jan 2025
  3. Commonwealth Financial NetworkMay 2018 to Nov 2018
  4. Integris Wealth PartnersMay 2018 to Nov 2018
  5. Bunting Capital ManagementJun 2017 to Aug 2017
  6. Virginia TechAug 2014 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Hub Investment Partners, LLC

$11.9BAssets managed
6,127Clients
118Advisers
6 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
6962731
Firm CRD
307956
Advisor's SEC record (opens in a new tab)
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