Lisa Beth Mitrovich

Current Employers

Employment History

• 11/2014 → Present
  Lpl Financial, Llc
  San Diego, CA
• 11/2014 → Present
  Wcg Wealth Advisors, Llc
  San Diego, CA

Other Businesses

1. 10/23/2019 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/30/2019 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - 160 Hours Per Month - I provide administrative services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in October 2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 05/23/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin- Start Date 05/16/2023 - 160 Hours Per Month/ 100 Hours During Securities Trading - Time Spent 100% - I provide administrative support to WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisor firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-28

Other Names

• Lisa Beth Vargas
• Lisa Beth Dashnaw