Company Information

Get to know Collins Lambert, LLC

Collins Lambert, LLC is a Phoenix-based investment banking firm that specializes in serving middle-market companies. The firm offers a range of corporate financial services including merger and acquisition (M&A) advisory, capital raising, and strategic financial consulting. Founded on the principle of providing senior-level attention to every client, the company focuses on building long-term relationships and delivering tailored solutions to help businesses achieve their financial and strategic goals. According to their website disclaimer, securities are offered through Finalis Securities LLC (Member FINRA/SIPC), as Collins Lambert, LLC and Finalis Securities LLC are not affiliated entities.

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Collins Lambert, LLC

United States

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.