Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lighthipe-hinz is a financial advisor with LPL Financial LLC. Lisa has been in the financial services industry since 1994 and is licensed to provide investment advice in several states. Lisa holds Series 6, 7 and 66 licenses and the SIE exam. Lisa has been working with clients in the Orange area for over 20 years. Prior to joining LPL Financial, Lisa worked at Crown Capital Securities, LP. Lisa has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Lisa specializes in financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/03/2024 - Present
LPL Financial LLC (ORANGE CA)
CA
04/21/2003 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CA
01/01/1999 - 04/23/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
02/20/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
WI
04/03/1997 - 02/13/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
WI
06/10/1996 - 01/08/1997
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
WI
03/31/1994 - 06/05/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 03/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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