Matthew Hale Lambdin
CFAProfessional Summary
Matthew Hale Lambdin, CFA, who also goes by Matt H Lambdin, Matt Lambdin, Matthew H Lambdin, Matthew Lambdin, is a registered financial advisor currently at METHOD FINANCE, LLC located in St. Louis, Missouri. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 6 firms and has passed the Series 66, Series 63, Series 87, Series 86 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt H Lambdin, Matt Lambdin, Matthew H Lambdin, Matthew Lambdin
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
LAMBDIN, MATTHEW | METHOD FINANCE, LLC
Contact Information
Main Address
St. Louis, MOPhone Number
(314) 480-5598# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
169AUM (Assets Under Management)
$54,642,751Similar Advisors
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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.
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State Registrations and Notice Filings
(9/4/2019)
(7/9/2014)
(6/1/2023)
(6/17/2021)
(9/22/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Mar 2007About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Hale Lambdin's CRS (Customer Relationship Summary).
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