Kaitlin LambertCRD Number: 6104103
Current Firm: Cross State Financial Group LLC
Kaitlin Lambert (CRD# 6104103) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 3 years of experience in the finance industry.
Portfolio Wealth Advisors
Portfolio Wealth Advisors
Jataj Wealth Management, LLC
|Cross State Financial Group, LLC||Littleton, CO||Feb 2017 - Current||1|
|Crown Capital Securities, LP||Orange, CA||Feb 2017 - Current||1|
|Bank Of America, N.a.||Albuquerque, NM||Dec 2014 - Feb 2017||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Albuquerque, NM||Jan 2014 - Feb 2017||3|
|Mark J. Napolin & Associates, Inc.||Albuquerque, NM||Apr 2013 - Dec 2013||< 1|
|University Of New Mexico||Albuquerque, NM||Aug 2008 - May 2013||4|
|Mark J. Napolin & Associates, Inc.||Albuquerque, NM||Mar 2012 - Apr 2013||1|
|Hyatt Regency Albuquerque||Albuquerque, NM||May 2010 - Apr 2013||2|
|Hyatt Regency Albuquerque||Albuquerque, NM||Oct 2008 - May 2010||1|
|La Cueva High School||Albuquerque, NM||Aug 2004 - Aug 2008||4|
|No More Homeless Pets||Albuquerque, NM||Jan 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management44MILLIONS
Total Number of Accounts195ACCOUNTS
Average Account Value$223,077
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CO, MI, NM, SD, TX
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