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 LFG creates a portfolio that consist of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities. | Fondateur | 01/01/1991 |
Formation de Lisa Lynn Lockerman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The California State University
The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The American College of Financial Services
The American College of Financial Services Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lockerman Financial Group, Inc.
Lockerman Financial Group, Inc. Investment ManagersFinance LFG creates a portfolio that consist of individual stocks, bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities. | Finance |
















