Lisa E. Farrier

NEST EGG FINANCIAL ADVISORS

Incline Village, NV

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CRD#: 3262734

Professional summary

Lisa Ekin Farrier, CFP®, who also goes by Melissa Lynn Ekin, Melissa Ekin, is a registered financial advisor currently at NEST EGG FINANCIAL ADVISORS located in Incline Village, Nevada.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lisa has worked at 2 firms .

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Tax Planning

Do you have an area of expertise or specialization?

Investment Advice with Ongoing...

Medical Professionals

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Melissa Lynn Ekin | Melissa Ekin

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Ekin Farrier's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

October 12, 2018 - Present

NEST EGG FINANCIAL ADVISORS

RIA

CRD#: 297602

Incline Village, NV

Past

February 24, 2014 - November 10, 2016

OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

RIA

CRD#: 131562

RENO, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/3/2019)

IAR

Nevada
(10/12/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NEST EGG FINANCIAL ADVISORS

NEST EGG FINANCIAL ADVISORS | NEST EGG FINANCIAL ADVISORS, LLC

CRD#: 297602 / SEC#:

California

Registered Investment Advisory firm - (1/1/2019 Approved)

Nevada

Registered Investment Advisory firm - (10/12/2018 Approved)

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Contact information

Main Address

Incline Village, NV

Mailing Address

P.o. Box 373, Crystal Bay, NV 89402

Phone number

(775) 413-0468

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 24,715,275

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Lisa E. Farrier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Ekin Farrier's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEST EGG FINANCIAL ADVISORS

OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

State Registrations and Notice Filings

Exams

Current Firm

NEST EGG FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEST EGG FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

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