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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Elkins is a financial advisor with Belpointe Asset Management LLC. Lisa is a Certified Financial Planner and has been in the industry since June 2012. Lisa specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Lisa is licensed to provide investment advisory services in Florida.
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.
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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NV
05/15/2024 - Present
Belpointe Asset Management LLC (RENO NV)
IA
Issued 07/26/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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