Lisa Friebel
Lisa Friebel is a registered investment advisor at LPL Financial LLC, based in Des Peres, MO, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
13358 Manchester Rd Ste 200, Des Peres, MO, 63131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lisa is involved in several business activities, including a rental property LLC, LPL DBA Cornerstone Wealth Services, Cornerstone Wealth Portfolios, and Next Chapter Wealth Management. She also sells non-variable insurance through Pickett, dedicating minimal time to it, and spends full-time hours on Next Chapter Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ffp Securities, INC.Broker
Walnut Street Securities, INC.Broker
Ffp Securities, INC.Broker
Corelink Financial, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.