Isabella L. Mcknight

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CRD#: 5625858

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Isabella Lisa Mcknight, CFP®, who also goes by Lisa Mcknight, Isabella Lisa Petrilli, was a registered financial professional .

Isabella is a previously registered financial professional and started their career in finance in 2008. Isabella had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Lisa Mcknight | Isabella Lisa Petrilli

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2007

Experience

Past

December 10, 2008 - January 29, 2021

LASSUS WHERLEY

RIA

CRD#: 110924

NEW PROVIDENCE, NJ

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

LASSUS WHERLEY

LASSUS WHERLEY | LASSUS WHERLEY & ASSOCIATES, P.C. | LASSUS WHERLEY & ASSOCIATES, INC.

CRD#: 110924 / SEC#: 801-27567

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Contact information

Main Address

1 Academy Street, New Providence, NJ 07974-1842

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A DECEMBER 2018 (1/29/2021)

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.