Kaitlin Lambert, financial advisor Albuquerque NM
90 score

Kaitlin Lambert

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kaitlin M. Lambert
Phone Number: 720-210-9177
Registered State(s):
  • AZ
  • SD
  • NM
Current Firm Details
Cross State Financial Group LLC
Firm's CRD Number: 282011
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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