Lisa Roche-Berlage, CFP
The Vanguard Group
Certified Financial Planner in Charlotte, NC
Address:2605 Water Ridge Pkwy
Charlotte, NC 28217
About Lisa Roche-Berlage
Lisa Roche-Berlage is a financial professional at The Vanguard Group located in Charlotte, North Carolina. Lisa Roche-Berlage holds an industry securities registration subject to FINRA oversight having passed securities examinations . 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 Roche-Berlage 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 Roche-Berlage2605 Water Ridge Pkwy
Charlotte, NC 28217
Phone Number:
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Website:
http://www.wipflihewins.com
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