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Lisa Ekin Farrier

Nest Egg Financial Advisors

Incline Village, NV

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Current Employers
Nest Egg Financial Advisors

Incline Village, NV • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-03
NV RA APPROVED 2018-10-12
  • CA RA
    APPROVED
    Since 2019-01-03
  • NV RA
    APPROVED
    Since 2018-10-12

Branch Locations

Incline Village, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Open Window Financial Solutions, Ltd. Reno NV 12/2013 11/2016
Nest Egg Financial Advisors Incline Village NV 01/2018 Present
Nest Egg Financial Advisors Incline Village NV 07/2018 Present
Lisa Farrier Bookkeeping Carnelian Bay CA 12/2016 03/2019
Previous Registrations
Designations
Other Names
  • Melissa Lynn Ekin
  • Melissa Ekin
  • Melissa Lynn Ekin

View on SEC IAPD

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