Lisa Marie Mcgrath

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2006 → 01/2018
  Center For Wealth Planning, Inc.
  Troy, MI
• 09/2009 → Present
  Lpl Financial Llc
  Washington Twp, MI

Other Businesses

1. 3/26/2010 - Diversified Financial Services, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Other Names

• Lisa Marie Miner