Keith Lambert
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
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
15 years in the industry.
- Raymond James Financial Services Advisors, IncMar 2022 to now
- Raymond James Financial ServicesSep 2021 to now
- Vero PrimeMay 2021 to Aug 2021
- ShiptMar 2020 to Jul 2021
- La FitnessFeb 2020 to Mar 2020
- College StudentAug 2019 to Feb 2020
- DominosMay 2019 to Aug 2019
- College StudentAug 2018 to May 2019
- Molinari PoolsMay 2018 to Aug 2018
- Rhino SecurityJan 2018 to May 2018
- Jungle ClubDec 2016 to Mar 2018
- StudentJan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7444380
- Firm CRD
- 149018