Unclaimed Profile

Lisa A. Bubb

KWB WEALTH·REDLANDS, California

Clean recordKWB WEALTH

1782 ORANGE TREE LANE, REDLANDS, CA 92374CRD# 7866228Firm CRD# 300921

Profile Verification

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

Identity

Lisa A. Bubb · REDLANDS, CA

Registration

CRD #7866228 · KWB WEALTH

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa A. Bubb is a registered financial advisor based in REDLANDS, California, affiliated with KWB WEALTH. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

KWB WEALTH

AUM

$854M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KWB WEALTH →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7866228

Firm CRD# 300921

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa A. Bubb offer?

Lisa A. Bubb specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in REDLANDS, California for a consultation.

What are Lisa A. Bubb's credentials?

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

Where is Lisa A. Bubb located?

Lisa A. Bubb is based in REDLANDS, California, working with KWB WEALTH. Their office serves clients in the REDLANDS metropolitan area and surrounding communities.

How does Lisa A. Bubb charge for services?

Lisa A. Bubb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KWB WEALTH?

KWB WEALTH has approximately 9 employees and manages $854M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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