Lisa Lynn Lockerman
Gründer bei 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.
Aktive Positionen von Lisa Lynn Lockerman
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Gründer | 01.01.1991 |
Ausbildung von Lisa Lynn Lockerman
| The California State University | Undergraduate Degree |
| The American College of Financial Services | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
