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Lisa B Mcminn

Essex Financial Services, Inc.

Essex, CT

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Current Employers
Essex Financial Services, Inc.

176 Westbrook Road, Essex, CT 06426 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2004-04-19
  • CT RA
    APPROVED
    Since 2004-04-19

Branch Locations

176 Westbrook Road, Essex, CT 06426 • 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
Essex Financial Services Inc Essex CT 03/2004 Present
The Leaders Group Inc Littleton CO 06/2021 12/2022
Previous Registrations
  • 2002-10-15 → 2004-03-29
    Morgan Stanley Dw Inc.
    New Haven, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-14
  • S66 Uniform Combined State Law Examination
    2002-10-14
Other Names
  • Lisa Berube Mcminn

View on SEC IAPD

Other Firms

JEFFREY N. MEHLER, CFP LLC
HT PARTNERS LLC
BRAE HEAD, INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
SULLIVAN FINANCIAL, LLC
ALCHEMI WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Anthony Joseph Fortuna
James Michael Sullivan
Elizabeth Antoinette Haas
ROBERT M GIRVIN
ANTHONY JOSEPH VOCALINA
Michael R LaRiviere
Cherish Lyn Genova
KEVIN JOSEPH LOOBY

Other Offices

JEFFREY N. MEHLER, CFP LLC · ESSEX, CT
HT PARTNERS LLC · CENTERBROOK, CT
BRAE HEAD, INC. · ESSEX, CT
COMMONWEALTH FINANCIAL NETWORK · Essex, CT
EDWARD JONES · ESSEX, CT
SULLIVAN FINANCIAL, LLC · ESSEX, CT
ALCHEMI WEALTH, LLC · ESSEX, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Old Saybrook, CT

More in Essex, CT

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