Lisa
Benchaabane
Edelman Financial Engines
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About this Advisor
Lisa Benchaabane is a financial advisor based in Rochester, New York, working with Edelman Financial Engines. Lisa has previously held positions at The Mutual Fund Store-New York, LLC, Tmfs Advisors, LLC, and Financial Engines Advisors L.L.C. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Lisa is part of Edelman Financial Engines, which operates out of Rochester, New York. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 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, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lisa Benchaabane Work History
Financial Engines Advisors L.L.C
Tmfs Advisors, LLC
Tmfs Advisors, LLC
The Mutual Fund Store-New York, LLC
Disclosures
Please visit the SEC profile of Lisa Benchaabane 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 Edelman Financial Engines
Newton Center, MA
Newton Center, MA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Cincinnati, OH
Fort Worth, TX
Clifton Park, NY
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