Lisa P. Castle, CFP
Moneywise, Inc.
Financial Planner in Lexington, KY
Address:3141 Beaumont Centre Cir, Ste 102
Lexington, KY 40513
About Lisa P. Castle
Lisa Castle is a financial professional at Moneywise, Inc. located in Lexington, Kentucky. Lisa Castle holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lisa Castle provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lisa Castle3141 Beaumont Centre Cir, Ste 102
Lexington, KY 40513
Phone Number:
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Website:
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