linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lisa Mireles Shinhira

Chrome Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lisa? Claim Your Profile

About Lisa Mireles Shinhira

Lisa Mireles Shinhira is an Investment Advisor Representative at Chrome Advisors. Lisa has been in the financial services industry since 2007. Lisa has experience working at SagePoint Financial, Inc. and Lincoln Financial Advisors Corporation. Lisa is registered with the state of California and holds the Series 66, Series 7 and SIE licenses. Lisa specializes in financial planning, pension consulting, and selection of other advisors. Lisa's firm, Chrome Advisors, is a registered investment advisor with the Securities and Exchange Commission (SEC). Chrome Advisors is a fee-based advisory firm, which means they charge fees for their services. Chrome Advisors has a total of 100,350,000 dollars under management, of which 78,100,000 dollars is discretionary.

Firm Information

Lisa Shinhira is currently registered with Chrome Advisors. Chrome Advisors, based in San Francisco, California, is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. They specialize in helping high-net-worth individuals, pension and profit-sharing plans, and insurance companies achieve their financial goals through customized strategies. With over $100 million in regulatory assets under management, Chrome Advisors offers a personalized approach, working closely with clients to understand their unique needs and develop tailored solutions. Their services include financial planning, retirement planning, investment management, and portfolio management for individuals and businesses.
Chrome Advisors

345 CALIFORNIA STREET

SAN FRANCISCO, CA 94104

$100.35M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lisa Shinhira’s Registration & Firm History

CA

12/18/2020 - Present

Chrome Advisors (SAN FRANCISCO CA)

CA

08/15/2019 - 12/04/2020

SAGEPOINT FINANCIAL, INC. (SAN FRANCISCO CA)

CA

10/04/2007 - 08/19/2019

LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)

CA

03/05/2007 - 08/06/2007

WADDELL & REED, INC. (SAN MATEO CA)

Not sure if Lisa Mireles Shinhira is right for you?

Licenses & Designations

BOTH

Issued 04/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Mireles Shinhira.
Not sure if Lisa Mireles Shinhira is right for you?