Lisa NeedleCRD 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.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Albourne America LLC||San Francisco, CA||Jun 2011 - Current||6|
|San Diego County Employees Retirement||San Diego, CA||Feb 2001 - Jun 2011||10|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, IL, MN, NY, TX