ADVISOR BIO

Lisa Youk is a financial advisor with over 10 years of experience in the industry. Lisa is currently registered with Eagle Strategies LLC and holds Series 6, 7, 63 and 66 licenses. Lisa also provides insurance brokering services in addition to her financial advising services. Lisa has been with Eagle Strategies LLC since 2017. Lisa provides financial planning services to individuals and corporations and offers educational seminars in addition to portfolio management services. Lisa's experience includes working with both high net worth individuals and corporations.

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ADVISOR BIO

Lisa Marie Goodman is a financial advisor with Mercer Global Advisors Inc. based in Newport Beach, CA. Lisa has been in the financial industry since 1998. She has a Series 7, Series 6, and Series 63 license, as well as a Series 65 license. Lisa Goodman specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.

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ADVISOR BIO

Lisa Crummel has been in the financial industry since May 9, 2005, and currently works as a Registered Representative at B.b. Graham & Company, Inc., located in Orange, California. Lisa has a variety of industry experience, including working with both high-net-worth individuals and individuals other than high-net-worth. Lisa holds Series 63, Series 7, and SIE licenses and is registered in California.

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ADVISOR BIO

Lisa Ann Walsh is a financial advisor with UBS Financial Services Inc., and has over 30 years of experience in the industry. Lisa is registered with FINRA as a general securities representative and a general securities principal, holding Series 7, 10, 24, 63, and 66 licenses. Lisa has also been registered in 27 states. In addition to her work with UBS Financial Services Inc., Lisa is also involved with several trusts as a successor trustee. Lisa works with individual and institutional clients, providing financial planning, portfolio management, and pension consulting services.

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Lisa Purtell is a financial advisor at Morgan Stanley. Lisa has been in the financial services industry since January 1994. Lisa has been registered with Morgan Stanley since June 2009. Lisa is registered as an investment advisor representative in California and Texas. Lisa is also licensed in 21 states, including California, Texas, Virginia and Maryland. Lisa specializes in providing investment advice to individuals, families, businesses and retirement plans. Lisa is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Lisa Wesley is a financial advisor at Osaic Wealth, Inc. Lisa has been in the industry since 2006 and has a strong track record of providing financial advice to individuals and families. Lisa holds Series 7, 63, and 66 licenses, as well as the Series 24 principal exam, and is a Registered Representative of Royal Alliance Associates, Inc. Lisa is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.

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ADVISOR BIO

Lisa Detanna is a financial advisor at Raymond James & Associates, Inc.. Lisa has over 30 years of experience in the financial services industry. Lisa has a Series 7, Series 63 and Series 65 licenses, as well as a SIE certification. Lisa specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Lisa has a wide range of experience in helping clients reach their financial goals. Lisa is committed to providing her clients with personalized and comprehensive financial advice. Lisa is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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ADVISOR BIO

Lisa Lighthipe-hinz is a financial advisor with LPL Financial LLC. Lisa has been in the financial services industry since 1994 and is licensed to provide investment advice in several states. Lisa holds Series 6, 7 and 66 licenses and the SIE exam. Lisa has been working with clients in the Orange area for over 20 years. Prior to joining LPL Financial, Lisa worked at Crown Capital Securities, LP. Lisa has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Lisa specializes in financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Lisa Martin is a financial advisor with over 20 years of experience in the industry. She is currently registered with LPL Financial LLC and has a Series 6, 7, 24, 52, 53, and 63, as well as the SIE. Prior to joining LPL Financial LLC, Lisa was a financial advisor with MML INVESTORS SERVICES, LLC. Lisa specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. She is also a Registered Principal for LPL Financial LLC.

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ADVISOR BIO

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.

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