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Detailed Report
JOHN MARSHALL LAMBERTH
JOHN LAMBERTH
CRD#: 4641096
IA
Investment Adviser
B
Broker
VALIC FINANCIAL ADVISORS, INC.CRD#: 42803 1100 MAIN STREET
SUITE 409
PERRY, GA 31069
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2003 - 2005 (2 years)2 FIRMS2006 - Present (19 years)
License(s)

State Registrations

B
Alabama 8/23/2021
B
Georgia 3/3/2006
IA
Alabama 8/23/2021
IA
Georgia 3/13/2006
B
Florida 1/26/2017
B
South Carolina 3/2/2021
IA
Florida 1/27/2017
IA
South Carolina 3/4/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
VALIC FINANCIAL ADVISORS, INC. (CRD#:42803)
1100 MAIN STREET SUITE 409, PERRY, GA 31069
1100 MAIN STREET SUITE 409, PERRY, GA 31069
Registered with this firm since 3/13/2006
B
VALIC FINANCIAL ADVISORS, INC. (CRD#:42803)
1100 MAIN STREET SUITE 409, PERRY, GA 31069
1100 MAIN STREET SUITE 409, PERRY, GA 31069
Registered with this firm since 3/3/2006
Previous Registration(s)
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IA
 05/26/2003 - 09/22/2005 UBS FINANCIAL SERVICES INC. (CRD#:8174) MACON, GA
B
 05/05/2003 - 09/22/2005 UBS FINANCIAL SERVICES INC. (CRD#:8174) WEEHAWKEN, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.