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Advisors / Texas / Houston
45yrs

Dennis Carl Lambert

Financial advisor at Concurrent Investment Advisors

Houston, TX 77056Top 1% by experience in HoustonFiduciary advisor
Call the officeDirections

At a glance

Experience45 years (since 1982)
How that compares ?Top 1% by experience in Houston
Office4900 Woodway Drive Suite 1250, Houston, TX 77056
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Concurrent Investment Advisors

Financial planningInvestment management for individuals and small businessesRetirement 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.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. 2024 – now
    Concurrent Investment Advisors, LLCCurrent firm
  2. 2020 – 2024
    RBC Capital Markets, LLCPreviously
  3. 2009 – 2020
    Morgan StanleyPreviously
  4. Mar 2009 – Jun 2009
    Morgan Stanley & Co. LLCPreviously
  5. 2001 – 2009
    UBS Financial Services Inc.Previously

Questions to ask Dennis

Tailored to Dennis’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Dennis

How do I contact Dennis?

Call Concurrent Investment Advisors at 813-709-8800 and ask for Dennis Carl Lambert. Dennis works from the Houston, TX office.

How long has Dennis been a financial advisor?

Dennis has been in the industry since 1982, about 45 years. Top 1% by experience in Houston.

What licenses does Dennis hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Dennis a fiduciary?

Dennis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dennis paid?

Concurrent Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dennis for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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