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Lisa Michelle Lebbing

AMHERST FINANCIAL SERVICES, INC.·TOMS RIVER, New Jersey
Clean recordAMHERST FINANCIAL SERVICES, INC.
81 E. WATER STREET, TOMS RIVER, NJ 08753CRD# 4233815Firm CRD# 129234

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Michelle Lebbing · TOMS RIVER, NJ
Registration
CRD #4233815 · AMHERST FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lisa Michelle Lebbing is a registered financial advisor based in TOMS RIVER, New Jersey, affiliated with AMHERST FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
AMHERST FINANCIAL SERVICES, INC.
AMHERST FINANCIAL SERVICES, INC.
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at AMHERST FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4233815
Firm CRD# 129234
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Michelle Lebbing offer?
Lisa Michelle Lebbing specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOMS RIVER, New Jersey for a consultation.
What are Lisa Michelle Lebbing's credentials?
Lisa Michelle Lebbing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Michelle Lebbing located?
Lisa Michelle Lebbing is based in TOMS RIVER, New Jersey, working with AMHERST FINANCIAL SERVICES, INC.. Their office serves clients in the TOMS RIVER metropolitan area and surrounding communities.
How does Lisa Michelle Lebbing charge for services?
Lisa Michelle Lebbing'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 AMHERST FINANCIAL SERVICES, INC.?
AMHERST FINANCIAL SERVICES, INC. has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMHERST FINANCIAL SERVICES, INC.

Jerry Philip Boisseau
TOMS RIVER, NJ
Christine Lemond
TOMS RIVER, NJ

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