Unclaimed Profile

Randy Thomas Lambert

ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, Nebraska

Series 6, Series 65Clean record6 years registeredORION PORTFOLIO SOLUTIONS, LLC

17605 WRIGHT ST, OMAHA, NE 68130CRD# 2211730Firm CRD# 125446

Profile Verification

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

Identity

Randy Thomas Lambert · OMAHA, NE

Registration

CRD #2211730 · ORION PORTFOLIO SOLUTIONS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – Jul 2024

OMAHA, NE

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2020 – Jan 2023

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · January 23, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD 125446 · SEC 801-61964

AUM

$14.2B

Regulatory assets under management

Employees

112

81,242 client accounts

Services offered by ORION PORTFOLIO SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Randy Thomas Lambert offer?

Randy Thomas Lambert specializes in Investment Management, Wealth Management.

What are Randy Thomas Lambert's credentials?

Randy Thomas Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randy Thomas Lambert located?

Randy Thomas Lambert is based in OMAHA, Nebraska, last registered with ORION PORTFOLIO SOLUTIONS, LLC.

How does Randy Thomas Lambert charge for services?

Randy Thomas Lambert's firm is compensated through percentage of aum, subscription fees, other: administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORION PORTFOLIO SOLUTIONS, LLC?

ORION PORTFOLIO SOLUTIONS, LLC has approximately 112 employees and manages $14.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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