Lowcountry Investment Advisors, Inc.
Lowcountry Investment Advisors (LCIA), Inc.
Our goal is to help you make, well-informed decisions about your investments and help provide you with greater financial independence, peace of mind and security.
Neil W. Lambert President, RFC Neil is an independent Fee-Only Registered Financial Consultant with over 14 years of experience in financial services including securities, financial planning & insurance. He is dedicated to helping clients make financial investment decisions. His patience and determination ensure that every client is treated with high regard.
Neil holds a
degree in Industrial Arts and attended the University of Minnesota. He
received his Registered Financial Consultant certificate from Kaplan
University and is a member of the International Association of
Registered Financial Consultants.
Neil has been with Lowcountry Investment Advisors, Inc 6 of his14 years experience in financial services.
Neil comes to us from CUNA Brokerage Services, Inc. and Heritage Trust
Federal Credit Union. Previous to this he was a financial
representativre with American Express Financial Advisors and was
selected by over 30 of his peers to receive the American Express
District "Values in Practice" award for Integrity, Teamwork, Quality and Citizenship.
Neil has successfully completed the FINRA Series 7, General Securities Representative exam, the FINRA Series 6, Investment Company and Variable contract representative exam and the FINRA Series 65, Uniform Investment Advisory exam. In addition, he is licensed as a life, health and variable contracts insurance agent in the state of South Carolina. He is a Member of the Financial Planning Association and a member of the Summerville Chamber of Commerce.