Lisa Lynn Lockerman
Founder bij Lockerman Financial Group, Inc.
Profiel
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.
Actieve functies van Lisa Lynn Lockerman
Bedrijven | Functie | Begin |
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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. | Founder | 01-01-1991 |
Opleiding van Lisa Lynn Lockerman
The California State University | Undergraduate Degree |
The American College of Financial Services | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 1 |
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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 |