Lisa Lynn Banning

Employer firm

Financial Management Network Inc CRD 110454

$2.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 06/1999 → Present
  Fmn Capital Corporation
  Laguna Hills, CA
• 02/1999 → Present
  Financial Management Network, Inc.
  Laguna Hills, CA

Other Businesses

1. TRUSTEE ON THE PALM HARVEST CHURCH BOARD; 501C3. 2. FMN CENTERPOINT LLC OWNS COMMERICAL REAL ESTATE; LISA BANNING OWNS 5% OF FMN CENTERPOINT LLC 3. APPOINTED AGENT OF VARIOUS INSURANCE COMPANIES CA INSURANCE LICENSE - LIFE/HEALTH/VARIABLE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  1999-04-27

Other Names

• Lisa Lynn Tatman
• Lisa Lynn Tatman