Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Farrier is a Certified Financial Planner and Investment Advisor Representative with Nest Egg Financial Advisors in INCLINE VILLAGE, NV. Lisa has been in the financial industry for over 10 years. Lisa helps individuals and high-net-worth clients with financial planning and portfolio management. Nest Egg Financial Advisors manages over $19,837,265 in regulatory assets under management. The firm offers financial planning, pension consulting and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
One time fixed onboarding fee for certain clients
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NV
10/12/2018 - Present
Nest EGG Financial Advisors (INCLINE VILLAGE NV)
Active
Inactive
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