Kaitlyn Pandzik, financial advisor Jacksonville FL
90 score

Kaitlyn Pandzik

CRD Number: 6302851
Current Firm: Lba Wealth Management, LLC

Kaitlyn Pandzik (CRD# 6302851) is an Investment Advisor Representative working at Lba Wealth Management, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Kaitlyn Pandzik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lba Wealth Management Jacksonville, FL Feb 2014 - Current 2
Citicorp Miami, FL Nov 2010 - Feb 2014 3
U.s. Bank Cincinnati, OH Feb 2009 - Nov 2010 1
Lenox Wealth Management Cincinnati, OH Jun 2008 - Feb 2009 < 1
Tulane University New Orleans, LA Sep 2003 - Jun 2008 4

Kaitlyn Pandzik has no recent exams reported.
Contact Info for Kaitlyn E. Pandzik
Phone Number: 904.396.4015
Registered State(s):
  • FL
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)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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

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