Broker Check
Todd Lambert

Todd has been an investment advisor since 1993. He began his career with Fidelity Investments in Dallas, TX, working in their brokerage and 401(k) divisions. He returned to his hometown of Lafayette, LA in 1995 and began working for Legg Mason. He graduated from the University of Southwestern LA in Business Administration and holds his Series 7, Series 9, Series 10, &  Series 63 registrations.

Todd is married to his wife Laina and he has three sons: Cole, Connor, and Cooper. He enjoys participating in marathons and triathlons in his spare time.


Advisory services offered through Summit Financial Wealth Advisors.  A Registered Investment Advisor.