LC
Lisette Chassey Smith
CRD 1665492
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| The Advisory Group Of San Francisco, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Advisory Group Of San Francisco, Llc
Chief Operating Officer, Chief Compliance Officer, Sr Advisor · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗