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Joseph T Lambert

ROCKLAND CAPITAL, LLC·THE WOODLANDS, Texas
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24 WATERWAY AVE, THE WOODLANDS, TX 77380CRD# 5926694Firm CRD# 156791
01

About

Joseph T Lambert is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with ROCKLAND CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROCKLAND CAPITAL, LP
ROCKLAND CAPITAL, LP
AUM
$1.8B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at ROCKLAND CAPITAL, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5926694
Firm CRD# 156791
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph T Lambert offer?
Joseph T Lambert specializes in Retirement Planning. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Joseph T Lambert's credentials?
Joseph T Lambert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph T Lambert located?
Joseph T Lambert is based in THE WOODLANDS, Texas, working with ROCKLAND CAPITAL, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Joseph T Lambert charge for services?
Joseph T Lambert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKLAND CAPITAL, LLC?
ROCKLAND CAPITAL, LLC has approximately 22 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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