Hybrid broker managing $130 million switches to LPL from Amerprise

Joshua Lambert took over his father's Ohio-based business after 15 years.
OCT 01, 2019
Joshua Lambert, who managed $130 million as a hybrid broker at Amerprise Financial in Mount Vernon, Ohio, has affiliated with LPL Financial's broker-dealer and corporate registered investment adviser platforms. [More:​ See more adviser moves in InvestmentNews' Advisers on the Move database.] Mr. Lambert joined his father, John, in the family's business — the Lambert Investment Group — in 2004. His father founded the firm in 1984, and the younger Mr. Lambert took it over in 2012. [Recommended video:​ Advisers should discuss ESG with wealthy clients before someone else does] The firm's client base consists mostly of middle-class workers, small business owners and retirees in their hometown, which is northeast of Columbus.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.