Lisa Hoffmann-Akompi (CRD# 6379478) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 9 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Life Insurance Company | Colorado Springs, CO | Jan 2023 - Current | 1 |
| Usaa Investment Services Company | Colorado Springs, CO | Jan 2018 - Current | 6 |
| Usaa Life Insurance Company | Colorado Springs, CO | Dec 2020 - Jan 2023 | 2 |
| Usaa Financial Planning Services | Colorado Springs, CO | Apr 2013 - Dec 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- CO
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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