Lisa M. Byron
SagePoint Financial, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $100,000
Title: Financial Advisor
Offering advice since: 1992
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Lisa M. Byron:
Successfully completed Morgan Stanley's Graduate School series on Estate Planning, Women and Investing, Lump Sum Distribution and Retirement Planning and Asset Allocation.
Awarded Sales Director award at Morgan Stanley
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
FINRA Series 7, Series 63, Series 31 and Florida Life and Variable Annuity License
Education:
Not specified
Will provide references upon request?
Yes
Contact Information for Lisa M. Byron
Phone: (561) 625-6144
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Fax: (561)625-1660
Address for Lisa M. Byron:
829 Donald Ross Road
Juno Beach, FL, 33408
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