Lisa Calcavecchia
Lisa Calcavecchia is a registered investment advisor at Cetera Investment Advisers LLC, based in Avon, CT, with 11 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
10 Avon Meadow Ln Ste 1, Avon, CT, 06001-3737
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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 selling fixed insurance products, including life, health, disability, annuities, and long-term care, with various companies since 2018, dedicating a few hours per week. She also works as an insurance agent for Robert Henley & Associates LLC since 2013, selling similar insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
State Registrations7 states
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