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Lisa L
Series 63, Series 65, Series 66
Cherry Valley, CA
Tlg Advisors, Inc.
Lisa Lee is an investment advisor representative at TLG Advisors, Inc. with three years of industry experience. She previously worked at The Leaders Group Inc and Transamerica Financial Advisors, Inc. Ms. Lee also owns Elite Global Lending Inc, a mortgage lending business serving residential and commercial clients. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory, and offers both advisory and digital investment programs.
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