Lisa Furlong
Lisa Furlong is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Campbell, CA, with 20 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
42 W Campbell Avenue, Third Floor, Campbell, CA, 95008
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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 an insurance agent with Avantax Insurance Agency/Services, dedicating a few hours per week. She also rents office space from another company and is a partner at Mayer & Associates Advisory LLC, providing financial planning, investment, and insurance advisory services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Mayer, Moll & Associates
LPL Financial LLCBroker
LPL Financial LLC
Legacy Wealth Advisors, LLC
Grassi Investment Management, LLC
Bingham, Osborn & Scarborough LLC
State Registrations17 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.