Unclaimed Profile

Lisa Michelle Barnea

STANFORD INVESTMENT GROUP, INC.·MOUNTAIN VIEW, California

Clean recordSTANFORD INVESTMENT GROUP, INC.

2570 W. EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 1933481Firm CRD# 10331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Michelle Barnea · MOUNTAIN VIEW, CA

Registration

CRD #1933481 · STANFORD INVESTMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Michelle Barnea is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with STANFORD INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Lisa Michelle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lisa Michelle is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

STANFORD INVESTMENT GROUP, INC.

AUM

$801M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STANFORD INVESTMENT GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1933481

Firm CRD# 10331

View on FINRA BrokerCheck →

Looking for a financial advisor in MOUNTAIN VIEW?

Browse all registered financial advisors in MOUNTAIN VIEW, California or claim this profile if it's yours.

Browse MOUNTAIN VIEW Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lisa Michelle Barnea offer?

Lisa Michelle Barnea specializes in Financial Planning, Investment Management. Contact their office in MOUNTAIN VIEW, California for a consultation.

What are Lisa Michelle Barnea's credentials?

Lisa Michelle Barnea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Michelle Barnea located?

Lisa Michelle Barnea is based in MOUNTAIN VIEW, California, working with STANFORD INVESTMENT GROUP, INC.. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.

How does Lisa Michelle Barnea charge for services?

Lisa Michelle Barnea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STANFORD INVESTMENT GROUP, INC.?

STANFORD INVESTMENT GROUP, INC. has approximately 16 employees and manages $801M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →