Cortnie LomasCRD Number: 6070125
Current Firm: Quadcap Wealth Management, LLC
Cortnie Lomas (CRD# 6070125) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Quadcap Wealth Management, LLC||Dallas, TX||Jan 2014 - Current||3|
|First Financial Equity Corporation||Dallas, TX||May 2012 - Jan 2014||1|
|Bank Of America||Lubbock, TX||Jul 2009 - May 2012||2|
|Bank Of America||Dallas, TX||Jun 2008 - Jul 2009||1|
|Unemployed||Amarillo, TX||Feb 2008 - Jun 2008||< 1|
|J Whitney Jewelry||Amarillo, TX||Sep 2005 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management170MILLIONS
Total Number of Accounts502ACCOUNTS
Average Account Value$339,353
- A percentage of assets under your management
- 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)
IL, LA, MS, NC, NH, TX
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