Lisa Dombroske, financial advisor Scotts Valley CA

Lisa Dombroske

CRD Number: 5181916
Current Firm: Kensington Securities, LLC

Lisa Dombroske (CRD# 5181916) is an Investment Advisor Representative working at Kensington Securities, LLC in Scotts Valley, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kensington Securities, LLC Scotts Valley, CA Mar 2009 - Current 15
Kensington Financial Group Inc. Scotts Valley, CA Jul 2002 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Lisa A. Dombroske
Phone Number: 831-440-0714
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $268,784
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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