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Lisa Erin Kilburn-Maino

MAINO JAMES FREDERICK·AVILA BEACH, California
Clean recordMAINO JAMES FREDERICK
6621 BAY LAUREL DRIVE, AVILA BEACH, CA 93424CRD# 4334324Firm CRD# 104980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Erin Kilburn-Maino · AVILA BEACH, CA
Registration
CRD #4334324 · MAINO JAMES FREDERICK
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lisa Erin Kilburn-Maino is a registered financial advisor based in AVILA BEACH, California, affiliated with MAINO JAMES FREDERICK. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MAINO JAMES FREDERICK
JAMES F. MAINO, REGISTERED INVESTMENT COUNSELLOR, INC.
AUM
$102M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MAINO JAMES FREDERICK →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4334324
Firm CRD# 104980
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Erin Kilburn-Maino offer?
Lisa Erin Kilburn-Maino specializes in Investment Management, Wealth Management. Contact their office in AVILA BEACH, California for a consultation.
What are Lisa Erin Kilburn-Maino's credentials?
Lisa Erin Kilburn-Maino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Erin Kilburn-Maino located?
Lisa Erin Kilburn-Maino is based in AVILA BEACH, California, working with MAINO JAMES FREDERICK. Their office serves clients in the AVILA BEACH metropolitan area and surrounding communities.
How does Lisa Erin Kilburn-Maino charge for services?
Lisa Erin Kilburn-Maino's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAINO JAMES FREDERICK?
MAINO JAMES FREDERICK has approximately 3 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAINO JAMES FREDERICK

James Frederick Maino
AVILA BEACH, CA

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Research
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