Lisa B Meidl

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA

Previous Registrations

• 2004-03-23 → 2005-07-26
  A. G. Edwards & Sons, Inc.
  Beverly Hills, CA

Other Businesses

I*94152 For profit or not for profit: For-Profit Organization Name of outside business organization: Cliff Meidl Enterprises, LLC Investment related: N Address of business: HAWTHORNE, California 90250 Nature of business: Family Business, Position, title, association: Other, I do not have any operating function at this time Start date of relationship: 12/31/2015 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Husband does public speaking, he's spokesperson for "safety" organizations, i.e. GA 811, CGA, speaks for 811 industry, Call before you Dig, I'm only on LLC as a 5% ownership, I don't have any day-to-day to responsibilities. has me on as his wife.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-08
• S63 Uniform Securities Agent State Law Examination
  1998-10-12

Other Names

• Lisa Marie Babagian