Lisa Mayer is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 29 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
7700 Irvine Center Dr, Ste 520, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa serves as the executor for her aunt's estate. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
J.P. Morgan Securities INC.Broker
Hambrecht & Quist LLCBroker
Crowell, Weedon & CO.Broker
State Registrations27 states
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