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Lisa Ozkan

1 Year of Experience
Gaithersburg, MD

Lisa Ozkan is a registered investment advisor at Nea Member Benefits, based in Gaithersburg, MD, with 1 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 103,368 clients.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

900 Clopper Road, Suite 300, Gaithersburg, MD, 20878-1360

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nea Member Benefits
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.
Lisa Ozkan - Financial Advisor | TrueAdvisor