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Lisa A. Margulies

Regatta Capital Group, Llc

Financial Planner in Los Angeles, CA

Address:
3505 8th Ave
Los Angeles, CA 90018
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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:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Lisa Margulies
3505 8th Ave
Los Angeles, CA 90018

Phone Number: Click to Show
Website:

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