Lisa Mitrovich is The Wealth Consulting Group’s VP of Operations. Lisa joined the firm in 2009. She oversees the day-to-day operations, leads custodian relationships, runs advisor onboarding and transitions into WCG, runs advisor regulatory registrations, assists with supervisory roles in compliance, and leads our advisor admin support platform.
She holds the FINRA Series 7 and Series 24 securities registration through LPL Financial and the Series 66 registration through LPL Financial and WCG Wealth Advisors, LLC.
Lisa was born and raised in San Diego, CA. Her personal interests include camping, hiking, traveling, and spending time with her family.
Email Lisa Mitrovich: firstname.lastname@example.org
Lisa Mitrovich is a Registered Representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.
Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.