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Larry Max Lambert

FINANCIAL COUNSELING RESOURCES LLC·LOS ALAMITOS, California
Clean recordFINANCIAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Larry Max Lambert is a registered financial advisor based in LOS ALAMITOS, California, affiliated with FINANCIAL COUNSELING RESOURCES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL COUNSELING RESOURCES LLC
FINANCIAL COUNSELING RESOURCES LLC
AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINANCIAL COUNSELING RESOURCES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 301058
Firm CRD# 108743
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Max Lambert offer?
Larry Max Lambert specializes in Financial Planning, Investment Management. Contact their office in LOS ALAMITOS, California for a consultation.
What are Larry Max Lambert's credentials?
Larry Max Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Max Lambert located?
Larry Max Lambert is based in LOS ALAMITOS, California, working with FINANCIAL COUNSELING RESOURCES LLC. Their office serves clients in the LOS ALAMITOS metropolitan area and surrounding communities.
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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Other Advisors at FINANCIAL COUNSELING RESOURCES LLC

Debra Diane Lambert
LOS ALAMITOS, CA
Lianne Nichole Larson
LOS ALAMITOS, CA
Roger Joel Conde
LOS ALAMITOS, CA

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Research
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