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Lisa M Lamarche

MILESTONE WEALTH ADVISORS, INC.·GREENVILLE, Delaware
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record24 years registeredMILESTONE 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. · 24 years registered
Brand Profile
Not yet started
01

Career History

AMERIPRISE FINANCIAL SERVICES, LLC
Jun 2020 – present
MILESTONE WEALTH ADVISORS, INC.
Apr 2009 – Jun 2020
GREENVILLE, DE
INVESTMENT MANAGEMENT & PLANNING LLC
Feb 2002 – Apr 2009
GREENVILLE, DE
LPL FINANCIAL LLC
Jan 2002 – Mar 2013
GREENVILLE, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 9, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILESTONE WEALTH ADVISORS, INC.
CRD 149667 · SEC 801-108449
AUM
$65M
Regulatory assets under management
Employees
3
262 client accounts
Services offered by MILESTONE WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MILESTONE WEALTH ADVISORS, INC. →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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