Hal A. Lambert

POINT BRIDGE CAPITAL

Fort Worth, TX 76102

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CRD#: 4090327

Professional summary

Hal Allen Lambert, who also goes by Hal Lambert, is a registered financial advisor currently at POINT BRIDGE CAPITAL, LLC located in Fort Worth, Texas.

Hal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Hal has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hal 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) Stand for Truth PAC; Non-Investment Related; Fort Worth, TX; 10/15/2019; Political Consulting; Executive Director; Consult on a congressional race; 5 hours per month with 0 during trading hours. 2) Clearview AI; Non-Investment Related; ; New York, NY; Board Member; 07/2020; guide the company on government affairs and raising outside capital; 10 hrs per month 3) PBC General Partner, LLC; Managing Member to the General Partner of private investment vehicles; Fort Worth, TX; Investment related; 10 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hal Allen Lambert's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 18, 2013 - Present

POINT BRIDGE CAPITAL, LLC

Office #1: 300 Throckmorton Street Suite 1550, Fort Worth, TX 76102

RIA

CRD#: 168071

Fort Worth, TX

Past

August 16, 2017 - May 28, 2020

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Fort Worth, TX

Past

October 18, 2013 - January 21, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

FORT WORTH, TX

Past

May 23, 2005 - November 15, 2013

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

DALLAS, TX

Past

May 13, 2005 - November 15, 2013

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

DALLAS, TX

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".

POINT BRIDGE CAPITAL, LLC

4 TACTICAL ADVISOR, LLC | POINT BRIDGE CAPITAL, LLC

CRD#: 168071 / SEC#: 801-78217

RIA

Registered Investment Advisory firm - (6/18/2013 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(10/18/2013)

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.

Exams

State Security Law Exam

Series 63

Date: 8/28/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2005

General Securities Representative Examination

Current Firm

POINT BRIDGE CAPITAL, LLC

4 TACTICAL ADVISOR, LLC | POINT BRIDGE CAPITAL, LLC

CRD#: 168071 / SEC#: 801-78217

RIA

Registered Investment Advisory firm - (6/18/2013 Approved)

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Contact information

Main Address

300 Throckmorton Street Suite 1550, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 529-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POINT BRIDGE FORM ADV2A ("DISCLOSURE BROCHURE") AND FORM ADV2B ("BROCHURE SUPPLEMENTS") (3/12/2025)

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 387,443,206

Red Flags

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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Firm Stability Insights

Hal A. Lambert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hal Allen Lambert's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

POINT BRIDGE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/28/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/11/2005

Current Firm

POINT BRIDGE CAPITAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POINT BRIDGE CAPITAL, LLC

TRUST BUT VERIFY

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