Lisa Lynn Lockerman
Fondateur chez Lockerman Financial Group, Inc.
Profil
Ms. Lisa L.
Lockerman is a Wealth Advisor at Lockerman Financial Group, Inc. She has proudly served as a trusted wealth manager since 1991.
She holds a Master of Science degree in Financial Services (MSFS) from The American College in Bryn Mawr, Pennsylvania.
She received a Bachelor of Science degree in Business Administration with an emphasis in Finance Management and a Minor in Spanish from California State University, Long Beach.
Postes actifs de Lisa Lynn Lockerman
| Sociétés | Poste | Début |
|---|---|---|
Lockerman Financial Group, Inc.
 Lockerman Financial Group, Inc. Investment ManagersFinance Lockerman Financial Group, Inc. (LFG) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Lisa Lockerman in 1991. LFG offers fee-based planning and products to individuals and families. | Fondateur | 01/01/1991 |
Formation de Lisa Lynn Lockerman
| The California State University | Undergraduate Degree |
| The American College of Financial Services | Graduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Lockerman Financial Group, Inc.
Lockerman Financial Group, Inc. Investment ManagersFinance Lockerman Financial Group, Inc. (LFG) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Lisa Lockerman in 1991. LFG offers fee-based planning and products to individuals and families. | Finance |