Lisa Lynn Lockerman
Founder at Lockerman Financial Group, Inc.
Profile
Ms. Lisa L.
Lockerman is a Wealth Advisor at Lockerman Financial Group, Inc. She has proudly served as a trusted wealth manager since 1991.
She holds a Master of Science degree in Financial Services (MSFS) from The American College in Bryn Mawr, Pennsylvania.
She received a Bachelor of Science degree in Business Administration with an emphasis in Finance Management and a Minor in Spanish from California State University, Long Beach.
Lisa Lynn Lockerman active positions
| Companies | Position | Start |
|---|---|---|
Lockerman Financial Group, Inc.
 Lockerman Financial Group, Inc. Investment ManagersFinance Lockerman Financial Group, Inc. (LFG) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Lisa Lockerman in 1991. LFG offers fee-based planning and products to individuals and families. | Founder | 1990-12-31 |
Training of Lisa Lynn Lockerman
| The California State University | Undergraduate Degree |
| The American College of Financial Services | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Lockerman Financial Group, Inc.
Lockerman Financial Group, Inc. Investment ManagersFinance Lockerman Financial Group, Inc. (LFG) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Lisa Lockerman in 1991. LFG offers fee-based planning and products to individuals and families. | Finance |
- Stock Market
- Insiders
- Lisa Lynn Lockerman
