Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lagorio is a financial advisor with over 30 years of experience in the financial services industry. Lisa is currently registered with Osaic Wealth, Inc. and holds licenses in California and Texas. Previously, Lisa was a registered representative and investment advisor at Securities America, Inc. in Livermore, CA. Lisa has experience in providing financial planning, investment advisory services, and life insurance and fixed annuity sales.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/26/2024 - Present
Osaic Wealth, Inc. (LIVERMORE CA)
CA
11/15/2017 - 06/14/2024
SECURITIES AMERICA, INC. (LIVERMORE CA)
CA
02/17/2009 - 11/16/2017
NATIONAL PLANNING CORPORATION (LIVERRMORE CA)
CA
01/01/1994 - 03/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SAN RAMON CA)
NA
08/23/1993 - 01/01/1994
CYPRESS CAPITAL CORPORATION
AZ
11/19/1989 - 08/13/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/25/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/24/1984 - 10/30/1989
UR FINANCIAL, INC.
BC
Issued 05/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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