Lisa Trapp is a ChFC-designated registered investment advisor, based in Encinitas, CA, with 1 years of industry experience.
Location
1458 Encinitas Blvd, Encinitas, CA, 92024
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Regulatory History
Clean regulatory record
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 owns Lisa Trapp's Insurance Agency, an insurance agency affiliated with State Farm. She serves customers and supervises employees, dedicating about half of her time to this activity.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
February 2025 - Present · 1 yr 5 mos
State Farm Vp Management CORP.
February 2025 - Present · 1 yr 5 mos
State Farm Investment Management CORP.
September 2024 - Present · 1 yr 10 mos
State Registrations4 states
AZCANVOR
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.