Lisa Lynn Roccaforte
Investment adviser representative at The Main Street Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$515.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kestra Investment Services, LLCNov 2017 to now
- The Main Street Group, LtdOct 2015 to now
- LPL Financial LLCFeb 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (VA).
The Main Street Group
Legal name: The Main Street Group, Ltd
$515.3MAssets managed
765Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2535949
- Firm CRD
- 175502