Lisa
Westermark
Beverly Hills Private Wealth, LLC
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About this Advisor
Lisa Westermark is a financial advisor based in Beverly Hills, California, working with Beverly Hills Private Wealth, LLC. Lisa has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Beverly Hills Private Wealth. Lisa has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Lisa is part of Beverly Hills Private Wealth, LLC, which operates out of Beverly Hills, California. The firm has 9 employees and manages assets totaling $696.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Beverly Hills Private Wealth, LLC includes asset-based, hourly, and fixed fees.
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Beverly Hills Private Wealth, LLC Brokerage Details
$696,000,000
9
1,097
$634,458
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
Lisa Westermark Work History
Beverly Hills Private Wealth
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Lisa Westermark 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 Beverly Hills Private Wealth, LLC
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
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