Lisa Farrier (CRD# 3262734) is an Investment Advisor Representative working at Nest Egg Financial Advisors in Incline Village, NV and has 1 year of experience in the finance industry. Lisa Farrier 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.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nest Egg Financial Advisors | Incline Village, NV | Jul 2018 - Current | 5 |
| Nest Egg Financial Advisors | Incline Village, NV | Jan 2018 - Current | 6 |
| Lisa Farrier Bookkeeping | Carnelian Bay, CA | Dec 2016 - Mar 2019 | 2 |
| Open Window Financial Solutions, Ltd. | Reno, NV | Dec 2013 - Nov 2016 | 2 |
- CA
- NV
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts90ACCOUNTS
-
Average Account Value$220,414
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NV
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