Lisa Gallegos
Lisa Gallegos is a registered investment advisor at World Investment Advisors, LLC, based in Sacramento, CA, with 8 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
1425 River Park Drive Suite 226, Sacramento, CA, 95815
Get directionsHistory
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 sells non-variable insurance and employee benefits through Assured Partners, taking about half of her time. She also teaches group fitness classes at Villasport Spa & Health Club and works as a delivery driver for Uber Eats, dedicating minimal time to each.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Citicorp Investment Services
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations1 state
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.