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Lisa Michele Curran

FINANCIAL SERVICES INTERNATIONAL CORP.·EDMONDS, Washington
SIE, Series 7, Series 24Clean recordFINANCIAL SERVICES INTERNATIONAL CORP.
152 3RD AVENUE SOUTH, EDMONDS, WA 98020CRD# 6073251Firm CRD# 37813

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Michele Curran · EDMONDS, WA
Registration
CRD #6073251 · FINANCIAL SERVICES INTERNATIONAL CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FINANCIAL SERVICES INTERNATIONAL CORP.
CRD 37813 · SEC 801-64354
AUM
$204M
Regulatory assets under management
Employees
35
1,011 client accounts
Services offered by FINANCIAL SERVICES INTERNATIONAL CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 FINANCIAL SERVICES INTERNATIONAL CORP. →
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Frequently Asked Questions

What services does Lisa Michele Curran offer?
Lisa Michele Curran specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDMONDS, Washington for a consultation.
What are Lisa Michele Curran's credentials?
Lisa Michele Curran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Michele Curran located?
Lisa Michele Curran is based in EDMONDS, Washington, working with FINANCIAL SERVICES INTERNATIONAL CORP.. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.
How does Lisa Michele Curran charge for services?
Lisa Michele Curran'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 FINANCIAL SERVICES INTERNATIONAL CORP.?
FINANCIAL SERVICES INTERNATIONAL CORP. has approximately 35 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL SERVICES INTERNATIONAL CORP.

James Grant Kim
EDMONDS, WA
Brenda Rose Pingree
EDMONDS, WA
Robert W Peters
EDMONDS, WA
Greg Thomas Meinhardt
SEATTLE, WA
Michael Terrance Keller
EDMONDS, WA
Monique Victoria Romero
BOCA RATON, FL

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