Lisa Ann Bridgeford
Professional Summary
Lisa Ann Bridgeford, who also goes by Lisa A Bridgeford, Lisa Ann Bridgeford, is a registered financial advisor currently at INTERCHANGE CLEARING LLC located in Vancouver, Washington. Lisa is registered as a RR (Registered Representative) and started their career in finance in 1996. Lisa has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lisa A Bridgeford, Lisa Ann Bridgeford
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
INTERCHANGE CLEARING LLC
Contact Information
Main Address
700 Washington Street Suite 401, Vancouver, WA 98660Mailing Address
700 Washington Street Suite 401, Vancouver, WA 98660Phone Number
+1 (855) 468-7934Established
Delaware since 06/25/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/25/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lisa Ann Bridgeford's CRS (Customer Relationship Summary).
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