Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Mae Trapp is a financial professional registered with State Farm Investment Management Corp. Lisa has been working in the financial services industry for over 12 years. Lisa has a strong background in providing financial advice to individuals and investment companies. Lisa also owns and operates an insurance agency and serves as an agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CA
09/11/2024 - Present
State Farm Investment Management Corp. (Encinitas CA)
Active
Inactive
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