Unclaimed Profile

Lisa Michelle Barnea

STANFORD INVESTMENT GROUP, INC.·MOUNTAIN VIEW, California

SIE, Series 6, Series 7, Series 24, Series 27, Series 63Clean record10 years registeredSTANFORD 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. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STANFORD INVESTMENT GROUP, INC.

STANFORD INVESTMENT GROUP, INC.

Jan 2016 – Feb 2017

MOUNTAIN VIEW, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 63

Registration record

First registered · January 8, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STANFORD INVESTMENT GROUP, INC.

CRD 10331 · SEC 801-16773

AUM

$801M

Regulatory assets under management

Employees

985 client accounts

Services offered by STANFORD INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STANFORD INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Lisa Michelle Barnea offer?

Lisa Michelle Barnea specializes in Financial Planning, Investment Management.

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, last registered with STANFORD INVESTMENT GROUP, INC..

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.

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