Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Tharp is a registered investment advisor representative currently associated with Frugal Financial Retirement Plan Services, LLC. Lisa has been in the financial industry for over 20 years and has held various roles. She is licensed to practice in Alabama, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Texas, and Virginia. Lisa is also licensed as a Series 6 representative.
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.
Guidance on pension options to ensure a secure financial future.
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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FL
05/21/2019 - Present
Frugal Financial Retirement Plan Services, LLC (SAINT PETERSBURG FL)
NY
10/02/1998 - 12/31/2004
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
IA
Issued 06/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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