Iron Horse Wealth Strategies (offering fiduciary investment advisory services through SEC-registered Raymond James Financial Services Advisors, Inc., CRD #149018, SEC File #801-69815, and securities through Raymond James Financial Services, Inc., CRD #6694) is an independent CFP®-led retirement planning and private wealth practice located on Langley Avenue in Pensacola's Cordova / Airport Boulevard commercial corridor. Founded and led by Managing Director and Certified Financial Planner™ Frederick A. ("Rick") Lambert II, MBA, CFP® (CRD #4575668, advising Northwest Florida families since 2002), the practice specializes in military and civil service retirement transitions (NAS Pensacola, Corry Station, FERS/TSP, and Survivor Benefit Plan SBP modeling), Florida Retirement System (FRS) DROP rollovers for Escambia County educators and healthcare professionals, and long-term care wealth preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Raymond James Financial Services Advisors, Inc.); SEC IAPD Individual Profile — Frederick A. Lambert II, CFP® (CRD #4575668); Iron Horse Wealth Strategies — Raymond James Official Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-69815; fiduciary investment advisory services offered through Raymond James Financial Services Advisors, Inc. (CRD #149018) and brokerage through Raymond James Financial Services, Inc. (CRD #6694) at 3000 Langley Ave, Suite 200, Pensacola, FL 32504.
Issuer: CFP Board / SEC / FINRA
Notes: Led by Managing Director and Wealth Manager Frederick A. ('Rick') Lambert II, MBA, CFP® (CRD #4575668), holding the Certified Financial Planner™ certification and an MBA.
Factual details and direct answers about Iron Horse Wealth Strategies — Raymond James Financial Services's services, licensing, and credentials.
What fiduciary credentials does Rick Lambert hold at Iron Horse Wealth Strategies in Pensacola?
Frederick A. ('Rick') Lambert II, MBA, CFP® (CRD #4575668) is a Certified Financial Planner™ professional and Investment Adviser Representative registered with Raymond James Financial Services Advisors, Inc. (CRD #149018, SEC File #801-69815), with over two decades of advisory experience in Pensacola.
Does Iron Horse Wealth Strategies assist NAS Pensacola military retirees and FRS public employees?
Yes. Located near Pensacola International Airport and Cordova Mall, the practice works extensively with retiring military officers, federal FERS civil servants, UWF and Pensacola State College faculty, and Escambia County employees to coordinate Thrift Savings Plan (TSP) and FRS DROP rollovers, Survivor Benefit Plan (SBP) decisions, and retirement income streams.
Where is Iron Horse Wealth Strategies located in Pensacola?
The office is located in the Cordova / Spanish Trail professional corridor at 3000 Langley Avenue, Suite 200, Pensacola, Florida 32504, just off North 9th Avenue and Airport Boulevard.
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