Lisa
Longo
Planmember Securities Corporation
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About this Advisor
Lisa Longo is a financial advisor based in Irvington, New York, working with Planmember Securities Corporation. Lisa has previously held positions at Rockwood Capital Advisors and Planmember Securities Corporation. Lisa is registered to provide services in Missouri. Currently, Lisa is part of Planmember Securities Corporation, which operates out of Irvington, New York. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 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, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
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
- Other
Lisa Longo Work History
Planmember Securities Corporation
Rockwood Capital Advisors
Disclosures
Please visit the SEC profile of Lisa Longo 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 Planmember Securities Corporation
Grandville, MI
Carpinteria, CA
Carpinteria, CA
Houston, TX
Akron, OH
Irvington, NY
Carpinteria, CA
Davenport, IA
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