Lisa Furlong is a CFP-designated registered investment advisor, based in Los Gatos, CA, with 21 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Los Gatos, CA
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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.
Exams
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