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Ira Denard Lambeth

Investment adviser representative at Fisher Investments
29 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

29 years in the industry.

  1. Fisher InvestmentsJul 2022 to now
  2. First Command Advisory Services IncApr 2019 to Jun 2022
  3. First Command Financial Planning IncApr 2019 to Jun 2022
  4. First Command Insurance Services IncApr 2019 to Jun 2022
  5. First Command Financial ServicesNov 2018 to Apr 2019
  6. US NavyNov 1997 to Apr 2019

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

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

Fisher Investments

Legal name: Fisher Asset Management, LLC

$386.7BAssets managed
199,922Clients
2,984Advisers
39 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
7047839
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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