RL
Repp H. Lambert
VIRGINIA BEACH, VA 23452
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CRD#: 2816247
RL
Professional summary
Repp Hinkle Lambert II, CLU®, who also goes by Repp Hinkle II Lambert, was a registered financial advisor .
Repp is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Repp had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Repp Hinkle Ii Lambert
Other business activities
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.
1. LCW Services, LLC d/b/a Altura Wealth Advisors. Investment-related. At registered location. RIA. Owner/Advisor. 09/2025. 40 hrs/month. 5 hrs during securities hrs. Business development. 2. Fixed Insurance. Not investment-related. At registered location. Fixed Insurance. Agent. 09/2025. 5 hrs/month. 5 hrs during securities hrs. Provide insurance advice based on the needs of clients. 3. BB&L Holdings LLC. Not investment-related. 1148 Crystal Lake Drive, Virginia Beach, VA 23451. Holding Company. Owner. 03/2004. 2 hrs/month. 2 hrs during securities hrs. None, this is a Papa Johns' franchise (passive investment) which I own 50%. 4. LCI, LLC. Investment-related. 4669 South Blvd. Suite 105, Virginia Beach, VA 23451. Holding Company. Member. 10/2021. 5 hrs/month. 5 hrs during securities hrs. This is an S- Corp that owns shares in LCW Services, LLC. This is a tax conduit.
CRS (Client Relationship Summary) - BD
Click below to view Repp Hinkle Lambert II's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 1, 2025 - Present
Office #1: 4669 South Blvd Ste 105, Virginia Beach, VA 23452
VIRGINIA BEACH, VA
Current
October 1, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 4669 South Blvd Suite 105, Virginia Beach, VA 23452BD
CRD#: 35747
ALBANY, NY
Past
January 28, 2008 - October 1, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Virginia Bch, VA
Past
January 17, 1997 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
January 17, 1997 - October 1, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Virginia Bch, VA
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/1/2025)
RR
California(10/1/2025)
RR
Colorado(10/1/2025)
RR
District of Columbia(10/1/2025)
RR
Florida(10/1/2025)
RR
Georgia(10/1/2025)
RR
Illinois(10/1/2025)
RR
Indiana(10/1/2025)
RR
Kentucky(10/1/2025)
RR
Maryland(10/1/2025)
RR
Massachusetts(10/1/2025)
RR
Michigan(10/1/2025)
RR
Mississippi(10/1/2025)
RR
New Hampshire(10/1/2025)
RR
New Jersey(10/1/2025)
RR
North Carolina(10/1/2025)
RR
Ohio(10/1/2025)
RR
Oklahoma(10/1/2025)
RR
Oregon(10/1/2025)
RR
Pennsylvania(10/1/2025)
RR
South Carolina(10/1/2025)
RR
South Dakota(10/1/2025)
RR
Tennessee(10/1/2025)
RR
Texas(10/1/2025)
RR
Virginia(10/1/2025)
IAR
Virginia(10/1/2025)
RR
Washington(10/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PK
PURSHE KAPLAN STERLING INVESTMENTS
PURSHE KAPLAN STERLING INVESTMENTS | SARATOGA 21ST, LTD. | PURSHE KAPLAN STERLING INVESTMENTS, INC.
CRD#: 35747 / SEC#: , 8-46844
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
80 State Street, Albany, NY 12207
Mailing Address
80 State Street, Albany, NY 12207
Phone number
(518) 436-3536
Established
New York since 12/16/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 11 |
| Arbitration | 2 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PURSHE KAPLAN STERLING INVESTMENTS
CRD#: 35747Virginia Beach, VA 23452TRUST BUT VERIFY
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