Lisa Thorpe
Lisa Thorpe is a registered investment advisor at Wells Fargo Advisors, based in St. George, UT, with 34 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
162 N 400 E Building C Suite 100, [Satellite], St. George, UT, 84770
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Lisa has 100% ownership of The Thorpe Group, LLC since May 2023, and spends a few hours per week on it. She is transitioning to Finet.
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
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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