Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Denise Tuemmler is a financial advisor with over 15 years of experience in the financial services industry. Lisa currently works with Cambridge Investment Research Advisors, Inc. Based in Walnut Creek, California, Lisa helps individuals and families achieve their financial goals. Lisa holds several professional designations including Certified Financial Planner and is registered to offer investment advice and securities in California and Texas. Lisa has been recognized by her peers and clients for her commitment to providing excellent service and personalized financial guidance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
06/10/2016 - Present
Cambridge Investment Research Advisors, Inc. (Walnut Creek CA)
CA
07/16/2007 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (WALNUT CREEK CA)
CA
05/26/2005 - 07/19/2007
ASSOCIATED SECURITIES CORP. (LAFAYETTE CA)
TX
02/04/2004 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
09/04/2003 - 02/12/2004
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
BOTH
Issued 10/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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