Unclaimed Profile

Lisa Carmella Mc Clain

HANTZ FINANCIAL SERVICES, INC.·SOUTHFIELD, Michigan

SIE, Series 7, Series 24, Series 63Clean record15 years registeredHANTZ FINANCIAL SERVICES, INC.

26200 AMERICAN DRIVE, SOUTHFIELD, MI 48034CRD# 1972647Firm CRD# 46047

Profile Verification

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

Identity

Lisa Carmella Mc Clain · SOUTHFIELD, MI

Registration

CRD #1972647 · HANTZ FINANCIAL SERVICES, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HANTZ FINANCIAL SERVICES, INC.

HANTZ FINANCIAL SERVICES, INC.

Feb 2011 – Jan 2021

ROMEO, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · February 2, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HANTZ FINANCIAL SERVICES, INC.

CRD 46047 · SEC 801-106859

AUM

$6.4B

Regulatory assets under management

Employees

370

112,547 client accounts

Services offered by HANTZ FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HANTZ FINANCIAL SERVICES, INC. →

Introduction

Speak with Lisa Carmella

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

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

Looking for a financial advisor in SOUTHFIELD?

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

Browse SOUTHFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lisa Carmella Mc Clain offer?

Lisa Carmella Mc Clain specializes in Financial Planning, Investment Management.

What are Lisa Carmella Mc Clain's credentials?

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

Where is Lisa Carmella Mc Clain located?

Lisa Carmella Mc Clain is based in SOUTHFIELD, Michigan, last registered with HANTZ FINANCIAL SERVICES, INC..

How does Lisa Carmella Mc Clain charge for services?

Lisa Carmella Mc Clain'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 HANTZ FINANCIAL SERVICES, INC.?

HANTZ FINANCIAL SERVICES, INC. has approximately 370 employees and manages $6.4B 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 →