Lisa Barbieri, financial advisor Vienna VA

Lisa Barbieri

CRD Number: 3273981
Current Firm: Capitol Private Wealth Group LLC

Lisa Barbieri (CRD# 3273981) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Capitol Private Wealth Group LLC Oakton, VA Jul 2016 - Current 7
Ameriprise Financial Services Inc. Vienna, VA May 2002 - Jul 2016 14
Ids Life Insurance Company Vienna, VA Jul 2000 - Jul 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Aug 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lisa M. Barbieri
Phone Number: (703) 226-0008
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    1,462
    ACCOUNTS
  • Average Account Value
    $244,738
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

AZ, CA, DC, FL, GA, MD, MN, NC, NH, NY, OH, PA, SC, TX, VA

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