Kari
Lambert
Pacifica Capital Investments
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About this Advisor
Kari Lambert is a financial advisor based in Leander, Texas with 14 years of relevant experience. Lambert is an employee of Pacifica Capital Investments. They have spent their whole time as a financial advisor at Pacifica Capital Investments. Lambert has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Texas. Pacifica Capital Investments is a financial advisory company with a branch in Leander, Texas. The company has offices in two locations and just three advisors. It has $532 million in total assets between its 248 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 248 client accounts, 51% are held by high-net-worth investors who have greater than $1 million in investable assets. The company has a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees vary depending on which services are provided. Fee types charged by Pacifica Capital Investments may include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacifica Capital Investments Brokerage Details
$531,630,021
3
248
$2,143,669
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kari Lambert Work History
Kari has been registered as a financial advisor for 14 years.*
Pacifica Capital Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kari Lambert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pacifica Capital Investments
Englewood, CO
Philadelphia, PA
Leander, TX
Leander, TX
Rancho Santa Fe, CA
Rancho Santa Fe, CA
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