LA
LA
Lisa Armbrust
16 Years of Experience
Delray Beach, FL
4 DisclosuresBroker
Lisa Armbrust is a registered investment advisor at Nfsg Corporation, based in Delray Beach, FL, with 16 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Delray Beach, FL
Get directionsHistory
Regulatory History (4)
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Employment Separation After Allegations
April 2025Financial
May 2024Pending
Financial
February 2024Final
Financial
May 2023Final
Employment History
Current Registrations
Nfsg Corporation
July 2025 - Present · 10 mos
Newbridge Securities Corporation
May 2025 - Present · 1 yr
Newbridge Securities CorporationBroker
May 2025 - Present · 1 yr
Previous Registrations
Raymond James & Associates, INC.
July 2019 - April 2025 · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
July 2019 - April 2025 · 5 yrs 9 mos
Morgan Stanley
October 2009 - July 2019 · 9 yrs 9 mos
Morgan StanleyBroker
September 2009 - July 2019 · 9 yrs 10 mos
State Registrations10 states
ARCTFLMNNCNYTNTXVAWA
AdvisorBrokerBoth
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.