Lisa Petrie is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Incline Village, NV, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
926 Incline Way Suite 250, [Satellite], Incline Village, NV, 89451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is involved in numerous investment-related LLCs, primarily focused on property investment and rental properties, often with her spouse. She also serves on the investment committee for Parasol Tahoe Community Foundation, dedicating minimal time to each activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations30 states
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