Lisa Clark, financial advisor Velpen IN

Lisa Clark

CRD Number: 4796636
Current Firm: Champion Financial Inc.

Lisa Clark (CRD# 4796636) is an Investment Advisor Representative working at Champion Financial Inc. in Velpen, IN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Champion Financial Inc. Velpen, IN Dec 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Lisa J. Clark
Phone Number: 812-259-1853
Registered State(s):
  • IL
  • IN
Current Firm Details
Champion Financial Inc.
Firm's CRD Number: 159867
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

IL, IN

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