Lisa CrostaCRD Number: 6061779
Current Firm: Bpp Wealth Solutions, LLC
Lisa Crosta (CRD# 6061779) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has over 11 years of experience in the finance industry. Lisa Crosta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Mass Mutual Life Insurance Company||Iselin, NJ||Jan 2021 - Current||2|
|Mutual Securities, Inc.||Camarillo, CA||Nov 2020 - Current||2|
|Bpp Wealth Solutions, LLC||New York, NY||Oct 2020 - Current||2|
|Arbonne International||Madison, NJ||Jan 2009 - Current||14|
|Mass Mutual Life Insurance Company||Iselin, NJ||Feb 2020 - Oct 2020||< 1|
|Mml Investors Services||Iselin, NJ||Feb 2020 - Oct 2020||< 1|
|Hennion & Walsh Inc.||Parsippany, NJ||Dec 2014 - Jan 2020||5|
|Heels To Laces||Madison, NJ||Oct 2013 - Jun 2015||1|
|Cactus River Inn||Summitt, NJ||Oct 2012 - Dec 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Apr 2015|
Total Assets Under Management152MILLIONS
Total Number of Accounts339ACCOUNTS
Average Account Value$446,958
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, NJ, NY, TX
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