Lisa Dilorenzo, financial advisor Greenwood Village CO

Lisa Dilorenzo

CRD Number: 4274124
Current Firm: Advised Assets Group, LLC

Lisa Dilorenzo (CRD# 4274124) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 20 years of experience in the finance industry.

Similar Advisors
Eric Courage , financial advisor Greenwood Village CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Elizabeth O'Donnell, financial advisor Greenwood Village CO
Elizabeth P. O'Donnell
CRD# 4503842
Voya Financial Advisors, Inc.
Similar Advisors
Chad Aaberg, financial advisor Greenwood Village CO
Chad D. Aaberg
CRD# 4618120
Thrivent Advisor Network, LLC
Company Name Location Dates Years
Advised Assets Group, LLC Greenwood Village, CO Aug 2011 - Current 9
Unemployed Littleton, CO Oct 2005 - Aug 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Lisa M. Dilorenzo
Phone Number: 844-302-2448
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    48,525
    MILLIONS
  • Total Number of Accounts
    42,784
    ACCOUNTS
  • Average Account Value
    $1,134,185
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Lisa Dilorenzo and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.