Lisa
Green
Sunpointe Investments
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About this Advisor
Lisa Green is a financial advisor based in Bryn Mawr, Pennsylvania, working with Sunpointe Investments. Lisa has previously held positions at Sunpointe, LLC and Rda Ventures. Lisa has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Lisa is part of Sunpointe Investments, which operates out of Bryn Mawr, Pennsylvania. The firm has 3 offices and 13 employees. The firm manages assets totaling $369.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sunpointe Investments includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sunpointe Investments Brokerage Details
$369,064,923
13
568
$649,762
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lisa Green Work History
Sunpointe, LLC
Rda Ventures
Disclosures
Please visit the SEC profile of Lisa Green 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 Sunpointe Investments
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Bryn Mawr, PA
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