Lisa
Hohl
Wedbush Securities Inc
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About this Advisor
Lisa Hohl is a financial advisor based in San Diego, California, working with Wedbush Securities Inc. Lisa has previously held positions at Aig, Pacific Advisors, Stay At Home Mom, Wedbush Securities, Northwestern Mutual Investment Services LLC, Chantel Bonneau Stewart, and Morgan Stanley. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Lisa is part of Wedbush Securities Inc, which operates out of San Diego, California. The firm has 58 offices and 953 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wedbush Securities Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wedbush Securities Inc Brokerage Details
$4,501,949,934
953
9,055
$497,178
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lisa Hohl Work History
Wedbush Securities
Northwestern Mutual Investment Services LLC
Chantel Bonneau Stewart
Stay At Home Mom
Stay At Home Mom
Wedbush Securities
Morgan Stanley
Aig
Pacific Advisors
Disclosures
Please visit the SEC profile of Lisa Hohl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wedbush Securities Inc
Seattle, WA
Los Angeles, CA
Los Angeles, CA
San Francisco, CA
Los Angeles, CA
Newport Beach, CA
Los Angeles, CA
Seattle, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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