Liza Firmin is a CFP-designated registered investment advisor, based in Austin, TX, with 12 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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
Liza is a board member for Bears for Leadership Reform, a notary public, and a financial advisor and life insurance agent through Wayne Christian Financial Services. She also manages several LLCs related to her financial services business and real estate investments, dedicating full-time hours to her financial services and related activities.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations18 states
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