Lisa Jacobsen is a registered investment advisor, based in Tucson, AZ, with 6 years of industry experience.
Location
4280 N Campbell Ave, Suite 200, Tucson, AZ, 85718
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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 operates her LPL business under the DBA Wealth Enhancement Group. She also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this activity. Lisa also works with Ash Brokerage selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations29 states
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