Lisa Bourque (CRD# 2425443) is an Investment Advisor Representative working at Ganim Private Wealth in Shelton, CT and has over 22 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gfs Wealth Management Advisors Inc. | Shelton, CT | Jan 2020 - Current | 4 |
Ganim Financial | Shelton, CT | Oct 2019 - Current | 4 |
Metropolitan Life Insurance Company | Shelton, CT | Jul 2005 - Current | 18 |
Metlife Securities Inc. | Shelton, CT | Jul 2005 - Current | 18 |
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 |
- CT
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$2,348,994
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, NH, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.