Lisa Bourque, financial advisor Shelton CT

Lisa Bourque

CRD Number: 2425443
Current Firm: Gfs Wealth Management Advisors, Inc. Dba Ganim Financial

Lisa Bourque (CRD# 2425443) is an Investment Advisor Representative working at Gfs Wealth Management Advisors, Inc. Dba Ganim Financial in Shelton, CT and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gfs Wealth Management Advisors Inc. Shelton, CT Jan 2020 - Current 1
Ganim Financial Shelton, CT Oct 2019 - Current 2
Metropolitan Life Insurance Company Shelton, CT Jul 2005 - Current 16
Metlife Securities Inc. Shelton, CT Jul 2005 - Current 16
Benelynk Milford, CT Jun 2018 - Sep 2019 1
Mutual Of Omaha Trumbull, CT Jun 2017 - Jun 2018 1
Barnum Financial Group Shelton, CT Aug 2005 - Jun 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for Lisa M. Bourque
Phone Number: (203) 335-0851
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


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