John Lambert, Cfp®, Clu™, Chfc Email and Phone Number
John Lambert, Cfp®, Clu™, Chfc work email
- Valid
- Valid
- Valid
John Lambert, Cfp®, Clu™, Chfc personal email
John Lambert, Cfp®, Clu™, Chfc is a CFP® at The Investment Center at FirstMerit Bank, now part of The Huntington National Bank. at LPL Financial. He possess expertise in investments, finance, securities, financial services, mutual funds and 13 more skills.
-
Cfp® At The Investment Center At Firstmerit Bank, Now Part Of The Huntington National Bank.Lpl FinancialGrand Blanc, Mi, Us -
Registered Investment AdvisorCaitlin John Private Wealth Management, 810-355-1325 Jul 2017 - PresentBrighton And Flint, MichiganCaitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As a Registered Investment Advisory firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole.Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies for both retirees and persons preparing for retirement. With our family lineage extending beyond forty years serving clients, Caitlin John is the culmination of our experience and passion. Our mission is to seek, introduce and deliver the most refined and forward thinking financial strategies and management techniques to our clients. Our foundation of ethics and performance standards are driven by one thing: Stewardship.
-
Cfp® At The Investment Center At Firstmerit Bank, Now Part Of The Huntington National Bank.Lpl Financial 2008 - Present328 S. Saginaw, Flint Mi 48502, 810-766-7856Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL Financial or its licensed affiliates. The Investment Center at FirstMerit Bank is now part of The Huntington National Bank, which is not a registered broker/dealer. The Investment Center at FirstMerit Bank, now part of The Huntington National Bank is a separate entity from LPL Financial. The investment products sold through LPL Financial are not deposits of The Huntington National Bank and are not FDIC insured. These products are not obligations of The Huntington National Bank and are not endorsed, recommended or guaranteed by The Huntington National Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial representatives associated with this page may only discuss and/transact business withresidents of the following states: AZ, CA, CO, CT, DC, FL, GA, IL, MI, MT, NC, NV, NY, OK, PA, TN, VA, VT, WI.
-
Financial AdvisorCitizens Bank, Now Part Of Firstmerit Bank, N.A. Feb 2004 - Mar 2008Flint, MichiganProvide comprehensive financial planning. -
Financial ConsultantD&N Bank 1996 - 2001
-
AgentMassmutual Financial Group 1993 - 1996Sell investments and insurance -
OwnerLambert'S Lawn And Landscaping 1982 - 1994
John Lambert, Cfp®, Clu™, Chfc Skills
John Lambert, Cfp®, Clu™, Chfc Education Details
-
Business/Finance -
Grand Blanc High School
Frequently Asked Questions about John Lambert, Cfp®, Clu™, Chfc
What company does John Lambert, Cfp®, Clu™, Chfc work for?
John Lambert, Cfp®, Clu™, Chfc works for Lpl Financial
What is John Lambert, Cfp®, Clu™, Chfc's role at the current company?
John Lambert, Cfp®, Clu™, Chfc's current role is CFP® at The Investment Center at FirstMerit Bank, now part of The Huntington National Bank..
What is John Lambert, Cfp®, Clu™, Chfc's email address?
John Lambert, Cfp®, Clu™, Chfc's email address is jo****@****lpl.com
What schools did John Lambert, Cfp®, Clu™, Chfc attend?
John Lambert, Cfp®, Clu™, Chfc attended University Of Michigan-Flint, Grand Blanc High School.
What skills is John Lambert, Cfp®, Clu™, Chfc known for?
John Lambert, Cfp®, Clu™, Chfc has skills like Investments, Finance, Securities, Financial Services, Mutual Funds, Financial Planning, Insurance, Wealth Management, Strategic Financial Planning, Retirement Planning, Investment Advisory, Asset Allocation.
Who are John Lambert, Cfp®, Clu™, Chfc's colleagues?
John Lambert, Cfp®, Clu™, Chfc's colleagues are John C., Shannon Greene, Robert Deitrick, Walillian Kennedy White, Brian Russell, Kristen Benton, Maya Rios.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial