Katrina LambCRD Number: 2074328
Current Firm: Mv Capital Management, Inc.
Katrina Lamb (CRD# 2074328) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 32 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Mv Capital Management, Inc.||Bethesda, MD||Sep 2005 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1990|
|S65||NASAA Investment Advisors Law Examination||Mar 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management846MILLIONS
Total Number of Accounts1,025ACCOUNTS
Average Account Value$825,269
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, DC, DE, FL, MA, MD, NC, NH, NJ, NY, TX, VA
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