Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Sharp is a financial advisor in Newport Beach, California, with over 28 years of experience in the industry. Lisa currently works at Spectrum Asset Management Inc. Lisa is registered as an Investment Advisor Representative (IAR) in California and Texas. Lisa holds Series 7, 8, 24, and 65 licenses. Lisa is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in portfolio management for individuals and businesses. Prior to working with Spectrum Asset Management, Lisa worked for Charles Schwab & Co., Inc. in Westlake, Texas, and Armscott Securities, Ltd. in Los Angeles, California.
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.
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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CA
02/03/2023 - Present
Spectrum Asset Management Inc. (NEWPORT BEACH CA)
TX
05/25/1995 - 05/25/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
03/22/1993 - 01/10/1994
ARMSCOTT SECURITIES, LTD. (LOS ANGELES CA)
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 03/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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