AUMdb
LA

Lisa Anne Malick

CRD 6015988 Certified Financial Planner

Firms

FirmRoleAs of
Petra Financial Advisors Inc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗