Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Brumfield is a financial advisor who has been working in the financial services industry since 1991. Lisa is currently registered with Coppell Advisory Solutions LLC and Gibbs Wealth Management, LLC. She is a Series 6, Series 63, and Series 65 licensed professional. Lisa specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Lisa has experience working with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/13/2019 - Present
Coppell Advisory Solutions LLC (SAN MARCOS CA)
FL
07/07/2015 - 05/14/2018
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
CA
10/04/1999 - 12/31/2006
PLANMEMBER SECURITIES CORPORATION (NEWPORT BEACH CA)
CA
09/15/1999 - 09/24/1999
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 07/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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