LP
Lissa Piper
MONEY BLOSSOMS
Beavereton, OR
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CRD#: 7483820
LP
Professional summary
Lissa Piper is a registered financial advisor currently at MONEY BLOSSOMS located in Beavereton, Oregon.
Lissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lissa has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Lissa Piper is currently employed with Tualatin Valley Fire & Rescue. This activity accounts for approximately 80% of their time during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Lissa Piper'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®
NoneExperience
Current
February 11, 2022 - Present
MONEY BLOSSOMS
RIA
CRD#: 318218
Beavereton, OR
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
Oregon(2/11/2022)
Current Firm
MB
MONEY BLOSSOMS
MONEY BLOSSOMS | MONEY BLOSSOMS, LLC
CRD#: 318218 / SEC#:
Oregon
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Contact information
Main Address
Beavereton, OR
Mailing Address
Phone number
(503) 459-9550
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 152,464 |
Red Flags
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