Lisa Lee is a registered investment advisor, based in Cherry Valley, CA, with 2 years of industry experience.
Location
Cherry Valley, CA
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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 sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. She is also the President of Elite Global Lending, Inc., where she provides mortgage services to clients, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
State Registrations3 states
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.