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Lisa M Lamarche

MILESTONE WEALTH ADVISORS, INC.·GREENVILLE, Delaware
Clean recordMILESTONE WEALTH ADVISORS, INC.
3701 KENNETT PIKE, GREENVILLE, DE 19807CRD# 3185117Firm CRD# 149667

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa M Lamarche · GREENVILLE, DE
Registration
CRD #3185117 · MILESTONE WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lisa M Lamarche is a registered financial advisor based in GREENVILLE, Delaware, affiliated with MILESTONE WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MILESTONE WEALTH ADVISORS, INC.
MILESTONE WEALTH ADVISORS, INC.
AUM
$65M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MILESTONE WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3185117
Firm CRD# 149667
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa M Lamarche offer?
Lisa M Lamarche specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, Delaware for a consultation.
What are Lisa M Lamarche's credentials?
Lisa M Lamarche is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa M Lamarche located?
Lisa M Lamarche is based in GREENVILLE, Delaware, working with MILESTONE WEALTH ADVISORS, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Lisa M Lamarche charge for services?
Lisa M Lamarche'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 MILESTONE WEALTH ADVISORS, INC.?
MILESTONE WEALTH ADVISORS, INC. has approximately 3 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
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Research
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