Lisa Inestroza
Lisa Inestroza is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Akron, OH, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
350 Springside Drive, Suite 101, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa owns a rental property where her mother resides and works as a real estate agent, dedicating minimal time to each. She also works as a financial advisor and business development manager for Momentum Wealth Partners, taking about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations30 states
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