Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Needle is a Registered Investment Advisor Representative and is registered with the state of California. Lisa Needle is currently employed by Albourne America LLC and has been with the firm since June 2011. Lisa Needle holds the Chartered Financial Analyst designation. Albourne America LLC provides research and non-discretionary investment advice on hedge funds, private markets funds (PE, PC, RA, RE), and dynamic beta products. The firm's clients include universities, insurance companies, charitable organizations, other investment advisors, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Research and non-discretionary investment advice on hedge funds, private markets funds (pe, pc, ra, re), dynamic beta products
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.
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CA
12/20/2012 - Present
Albourne America LLC (SAN FRANCISCO CA)
Active
Inactive
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