Lisa Christine Deporzio

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1996 → Present
  Kades-Margolis Corporation
  Wayne, PA
• 02/2004 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL

Other Businesses

INSURANCE SALES POSITION: SALES NATURE: BUSINESS ACTIVITY---LIFE INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 1 START DATE: 12/20/1997 ADDRESS: P.O. BOX 7857, NEW CASTLE PA 16107 DESCRIPTION: SELLING LIFE INSURANCE TO CLIENTS AS THEY NEED KADES MARGOLIS, Is Investment Related, DBA, Financial Professional 03/17/2004,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. REEPING ENTERPRISES Is Not Investment Related, Handyman services, officer, 2023-11-01, 0 hours per month, 0 hours per month during trading hours, No Compensation Compensation, My husband and I own the business. I am an officer who is unpaid and at this time have no job duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  1997-02-13

Other Names

• Lisa Christine Abdoe
• Lisa Christine Reeping