Gebhart & Associates
43yrs
Top advisor by experience in Fallbrook
26yrs
Michael Lambrix
Full name on record: Michael David Lambrix
Financial advisor at Kestra Advisory Services
Based in Fallbrook, California, Michael Lambrix is a fiduciary financial advisor with 26 years of industry experience. Michael has been with Kestra Advisory Services since 2025; before that, Michael spent 13 years at Commonwealth Financial Network and four years at SII Investments. Kestra Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Fallbrook, and one of 32 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience in Fallbrook
OfficeFallbrook, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowKestra Advisory Services, LLCCurrent firm
- 2013 – 2025Commonwealth Financial NetworkPreviously
- 2008 – 2013SII Investments, Inc.Previously
- 2006 – 2008The Retirement GroupPreviously
- Jul 2006 – Oct 2006SSN Advisory, Inc.Previously
- 2002 – 2006The Retirement GroupPreviously
Contact Michael
(844) 553-7872Firm headquarters in Austin, TX. Ask for Michael. Fallbrook, CAOffice · Get directions X (Twitter) pageKestra Advisory ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Kestra Advisory Services at (844) 553-7872 and ask for Michael Lambrix. Michael works from the Fallbrook, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 26 years. Top 25% by experience in Fallbrook.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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