Lisa BourqueCRD 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.
Springboard Asset Management LLC
Equitable Advisors, LLC
Mml Investors Services, LLC
|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|
Total Assets Under Management120MILLIONS
Total Number of Accounts198ACCOUNTS
Average Account Value$604,489
- 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
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