Katrina Valerie Lamb

Employer firm

Mv Capital Management, Inc. CRD 139034

$1.44B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → Present
  Mv Capital Management, Inc.
  Bethesda, MD

Other Businesses

BUSINESS STRATEGY CONSULTING, CONSULTANT, NOT INVESTMENT-RELATED, START DATE 01/2007, 15 HRS/MONTH DURING TRADING HOURS,20 HRS/MONTH TOTAL, VALUATION SPECIALIST, MV FINANCIAL GROUP, INC. 4520 EAST WEST HIGHWAY SUITE 400 BETHESDA, MD 20814

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-02
• S63 Uniform Securities Agent State Law Examination
  1990-10-05

Other Names

• Katrina Lamb
• Scott Porter Lamb