CALIFORNIA CONSUMER - Key Persons
Lisa Brown oversees and manages all office operations. She maintains a professional operating office while providing outstanding customer service. She is responsible for all paperwork and processing. Lisa holds a master's degree in...
Lisa Brown oversees and manages all office operations. She maintains a professional operating office while providing outstanding customer service. She is responsible for all paperwork and processing. Lisa holds a masters degree and bachelors degree in education from the University of Southern Mississippi. She most recently served as director of counseling and disability services at The University of Arkansas- Pulaski Tech. She also served as a retention advisor with the TRIO Student Support Services program at UA-Pulaski Tech. Prior to that, she worked as a professional development specialist with The University of Southern Mississippi. She has also served as both a general education and special education teacher in the public school system.
Nicholas Conner Brown began his career in the Financial Service Industry with Morgan Stanley Smith Barney. Prior to forming his own firm with LPL Financial he served as a Senior Vice President at a regional financial retirement firm. Nicholas has 15 years of experience in entrepreneurial business ventures which include capital preservation and competitive markets. He holds a Series 7, Series 66( Series 63 and Series 65) securities registrations from FINRA through LPL Financial along with his health, accident, and life insurance licenses. He was chosen to study at Macquarie University's Bachelor of Business Administration program in Sydney, Australia and earned a Bachelor's degree in communications and history from the The University of Southern Mississippi.