Be advised. This firm is no longer registered.

Lantern Financial, LLC

Lantern Financial, LLC (CRD# 146303) is a financial advisory firm headquartered in Boston, MA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lantern Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Lisa J. Peterson
CRD#: 5090397
50 Franklin Street, 3rd Floor, Boston, MA 02110

Lisa Peterson (CRD# 5090397) is an Investment Advisor Representative working at Lantern Financial, LLC in Boston, MA and has over 12 years of experience in the finance industry. Lisa Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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