Lisa
Drake
Sageview Advisory Group, LLC
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About this Advisor
Lisa Drake is a financial advisor based in West Palm Beach, Florida, working with Sageview Advisory Group, LLC. Lisa has previously held positions at Lpl Financial LLC, Nfp Retirement, Not Applicable, Cetera Advisor Networks, and Sageview Advisory Group, LLC. Lisa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Lisa is part of Sageview Advisory Group, LLC, which operates out of West Palm Beach, Florida. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 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 Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$202,573,491,630
262
34,543
$5,864,386
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 Drake Work History
Cetera Advisor Networks
Sageview Advisory Group, LLC
Not Applicable
Nfp Retirement
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Lisa Drake 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 Sageview Advisory Group, LLC
Boston, MA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Tulsa, OK
Redwood City, CA
Redwood City, CA
Newport Beach, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
