Lisa Anne Broome
Investment adviser representative at Blbb Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.3BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Blbb AdvisorsMay 2026 to now
- Goalqueste, LLCMay 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (PA).
Blbb Advisors
Legal name: Blb & B Advisors, LLC
$3.3BAssets managed
1,632Clients
20Advisers
20 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
- 2832737
- Firm CRD
- 139096