Lisa A. Margulies
Regatta Capital Group, Llc
Financial Planner in Los Angeles, CA
Address:3505 8th Ave
Los Angeles, CA 90018
About Lisa A. Margulies
Lisa Margulies is a financial professional at Regatta Capital Group, Llc located in Los Angeles, California. Lisa Margulies holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lisa Margulies provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lisa Margulies3505 8th Ave
Los Angeles, CA 90018
Phone Number:
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Website:
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