Unclaimed Profile

Larry Max Lambert

FINANCIAL COUNSELING RESOURCES LLC·LOS ALAMITOS, California

SIE, Series 1, Series 24, Series 51, Series 63CFPClean record26 years registeredFINANCIAL COUNSELING RESOURCES LLC

4281 KATELLA AVENUE, LOS ALAMITOS, CA 90720CRD# 301058Firm CRD# 108743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Max Lambert · LOS ALAMITOS, CA

Registration

CRD #301058 · FINANCIAL COUNSELING RESOURCES LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL COUNSELING RESOURCES LLC

FINANCIAL COUNSELING RESOURCES LLC

May 2000 – Mar 2021

LOS ALAMITOS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 51

Series 63

Registration record

First registered · May 11, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL COUNSELING RESOURCES LLC

CRD 108743 · SEC 801-57674

AUM

$18M

Regulatory assets under management

Employees

70 client accounts

Services offered by FINANCIAL COUNSELING RESOURCES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL COUNSELING RESOURCES LLC →

Introduction

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Frequently Asked Questions

What services does Larry Max Lambert offer?

Larry Max Lambert specializes in Financial Planning, Investment Management.

What are Larry Max Lambert's credentials?

Larry Max Lambert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Larry Max Lambert located?

Larry Max Lambert is based in LOS ALAMITOS, California, last registered with FINANCIAL COUNSELING RESOURCES LLC.

How does Larry Max Lambert charge for services?

Larry Max Lambert's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL COUNSELING RESOURCES LLC?

FINANCIAL COUNSELING RESOURCES LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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