Michael Douglas Lambert

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

34 years registered in the securities industry

Current & Past Employments

Current

PFS INVESTMENTS INC.Current·CRD# 10111

RIA

BD

1. 1100 Sheridan Rd., Winthrop Harbor, IL 600962. Winthrop Harbor, IL

August 9, 2011 - Present

PFS INVESTMENTS INC.Current·CRD# 10111

RIA

BD

1100 Sheridan Rd., Winthrop Harbor, IL 60096

September 28, 1992 - Present

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Current Firm

PI

PFS INVESTMENTS INC.

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA

Registered Investment Advisory firm - SEC (5/6/2011 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

1 Primerica Parkway, Duluth, GA 30099-0001

Mailing Address

1 Primerica Parkway, Duluth, GA 30099-0001

Phone Number

(770) 381-1000

Established

Georgia since 07/07/1981

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

3,992

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PRIMERICA ADVISORS LIFETIME INVESTMENT PROGRAM (3/20/2026)

Direct owners and executive officers

Name	Position	CRD#
PRIMERICA FINANCE CORPORATION	DIRECT OWNER	—
COLEY, DASIA DEBORAH	VICE PRESIDENT AND CHIEF FINANCIAL OFFICER	6760291
JENDUSA, NICHOLAS ADAM	EXECUTIVE VICE PRESIDENT	6037365
LESUTIS, MICHAEL	SENIOR VICE PRESIDENT & CHIEF COUNSEL	4751250
MILLER, DEBORAH LYNN	EXECUTIVE VICE PRESIDENT	3036949
NEMETZ, WILLIAM JAMES	DIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER	4589878
RIVET, LORI ALLISON	EXECUTIVE VICE PRESIDENT	4496273
SUKIN, KAREN LYNN	EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL	6292138
SUTTON, MISTY MICHELLE	PRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER	4835553
WEIGLE, BRIAN STEVEN	DIRECTOR AND EXECUTIVE VICE PRESIDENT	4131816
WELLS, MICHAEL KURT	EXECUTIVE VICE PRESIDENT & TREASURER	5999501
WOODRING, DANIEL AARON	EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	4028705

Regulatory Assets Under Management

Total Number of Accounts

89,813

AUM (Assets Under Management)

$15,536,099,534

Disclosures

Regulatory Event

23

Arbitration

2

Bond

2

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/14/2026	Cover Page	Report
01/26/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Commercial Rental Property, Partner/Landlord, 11/2016- present Sole proprietorship DBA Lambert & Associates, not investment related, 1100 Sheridan Rd. Winthrop Harbor, IL 60096, Owner, November 2016 to Present, 5 hours per month (1 hour per month during securities trading hours), Commercial rental property/baseshop.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PI

PFS INVESTMENTS INC.

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA

Registered Investment Advisory firm - SEC (5/6/2011 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(2/21/2023)

RR

Colorado
(2/18/2004)

RR

Florida
(9/21/1999)

RR

Illinois
(9/28/1992)

IAR

Illinois
(8/9/2011)

RR

Indiana
(1/18/2022)

RR

Kansas
(6/1/2021)

RR

Kentucky
(2/14/2022)

RR

Michigan
(4/8/2025)

RR

Minnesota
(8/12/2015)

RR

Mississippi
(1/21/2022)

RR

Nevada
(4/24/2019)

RR

Texas
(9/18/2026)

RR

Virginia
(6/29/2017)

RR

Wisconsin
(10/30/1992)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.