Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hoffmann-akompi is a financial advisor with over 9 years of experience in the financial services industry. Lisa has been with USAA Investment Services Co. since 2018 and has a broad range of experience helping individuals reach their financial goals. Lisa holds Series 7, 24, 51, 63 and 66 licenses and is registered to provide advisory services in 55 states. In addition to individual clients, Lisa also works with high-net-worth individuals.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
01/26/2023 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
CO
09/08/2014 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 04/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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