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Lisa Lagorio

Lisa Lagorio

Investment Advisor Representative

Lisa Lagorio (CRD# 1287270) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Livermore, CA and has over 32 years of experience in the finance industry.

Lisa Lagorio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.