Lisa HallaianCRD Number: 1485651
Current Firm: Cambridge Investment Research Advisors, Inc.
Lisa Hallaian (CRD# 1485651) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport Beach, CA and has over 34 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2017 - Current||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2017 - Current||4|
|Unemployed||Newport Beach, CA||Jul 2016 - Dec 2016||< 1|
|Prudential Investment Management Services LLC||Newport Beach, CA||Jul 2006 - Jun 2016||9|
|Prudential Insurance Company Of America||Newport Beach, CA||Jun 2006 - Jun 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
|S65||NASAA Investment Advisors Law Examination||Jul 1992|
Total Assets Under Management56,159MILLIONS
Total Number of Accounts297,440ACCOUNTS
Average Account Value$188,808
- A percentage of assets under your management
- Hourly charges
- 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)
- Market timing services
- Educational seminars/workshops
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
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