AdvisorOS Directory
Claim Profile
Unclaimed Profile
LA

Lisa V. Amann

A-V CAPITAL MANAGEMENT, LLC·METAIRE, Louisiana
Series 65Clean record19 years registeredA-V CAPITAL MANAGEMENT, LLC
111 VETERANS BLVD., METAIRE, LA 70005CRD# 1532663Firm CRD# 142599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa V. Amann · METAIRE, LA
Registration
CRD #1532663 · A-V CAPITAL MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

A-V CAPITAL MANAGEMENT, LLC
Jan 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 3, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
A-V CAPITAL MANAGEMENT, LLC
CRD 142599 · SEC 801-67385
AUM
$36M
Regulatory assets under management
Employees
1
135 client accounts
Services offered by A-V CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at A-V CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Lisa

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

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

Looking for a financial advisor in METAIRE?

Browse all registered financial advisors in METAIRE, Louisiana or claim this profile if it's yours.

Browse METAIRE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lisa V. Amann offer?
Lisa V. Amann specializes in Investment Management, Wealth Management. Contact their office in METAIRE, Louisiana for a consultation.
What are Lisa V. Amann's credentials?
Lisa V. Amann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa V. Amann located?
Lisa V. Amann is based in METAIRE, Louisiana, working with A-V CAPITAL MANAGEMENT, LLC. Their office serves clients in the METAIRE metropolitan area and surrounding communities.
How does Lisa V. Amann charge for services?
Lisa V. Amann's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A-V CAPITAL MANAGEMENT, LLC?
A-V CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $36M 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 →

Other Advisors at A-V CAPITAL MANAGEMENT, LLC

Cary Joseph Amann
METAIRE, LA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Louisiana
NEW ORLEANS (87)BATON ROUGE (43)LAFAYETTE (28)METAIRIE (27)SHREVEPORT (18)MANDEVILLE (15)COVINGTON (12)MONROE (11)SAINT FRANCISVILLE (4)HAMMOND (4)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideMETAIRIE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Request removal of this profile