Lisa BarstowCRD Number: 3263145
Current Firm: Sentinel Pension Advisors Inc.
Lisa Barstow (CRD# 3263145) is an Investment Advisor Representative working at Sentinel Pension Advisors Inc. in Wakefield, MA and has over 20 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Sentinel Benefits & Financial Group||Wakefield, MA||Jan 2020 - Current||1|
|Wellington Management||Boston, MA||May 2006 - Dec 2019||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2001|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management8,460MILLIONS
Total Number of Accounts2,454ACCOUNTS
Average Account Value$3,447,627
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI, WV, WY
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