Lisa Needle, financial advisor San Francisco CA

Lisa Needle

CRD Number: 6146581
Current Firm: Albourne America LLC

Lisa Needle (CRD# 6146581) is an Investment Advisor Representative working at Albourne America LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Albourne America LLC San Francisco, CA Jun 2011 - Current 12

Lisa Needle has no recent exams reported.
Contact Info for Lisa N. Needle
Phone Number: 415-489-7200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CT, FL, IL, MN, NY, TX

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