Lisa LaliberteCRD Number: 3031047
Current Firm: State Farm Investment Management Corp.
Lisa Laliberte (CRD# 3031047) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewiston, ME and has 1 year of experience in the finance industry.
Saltwater Harbor Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuna Brokerage Services, Inc.
|State Farm Investment Management Corp||Lewiston, ME||Mar 2012 - Current||5|
|State Farm Vp Management Corp.||Lewiston, ME||Feb 1998 - Current||19|
|Lisa Laliberte Insurance Agency||Lewiston, ME||Oct 1994 - Current||23|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV