Keiko Lambert, financial advisor Albuquerque NM
93 score

Keiko Lambert

CRD Number: 1826388
Current Firm: Cross State Financial Group LLC

Keiko Lambert (CRD# 1826388) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 29 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
Merrill Lynch Albuquerque, NM Jun 2011 - Feb 2017 5
Wells Fargo Bank, Na Albuquerque, NM May 2005 - Jun 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Aug 1996
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Keiko 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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