Kari Lambert, financial advisor Leander TX

Kari Lambert

CRD Number: 5650086
Current Firm: Pacifica Capital Investments

Kari Lambert (CRD# 5650086) is an Investment Advisor Representative working at Pacifica Capital Investments in Leander, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pacifica Capital Investments Leander, TX Nov 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Kari N. Lambert
Phone Number: 512-337-5521
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    602
    MILLIONS
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $2,181,237
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, CT, PA, TX

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