5959 Topanga Canyon Blvd, Suite 180, Woodland Hills, CA, 91367
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Lisa is an owner and representative of Regal Advisory Services, providing investment advisory advice for fee-based clients, which takes about half of her time. She also sells life insurance and fixed annuities, dedicating a few hours per week to this activity.