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Lisa Mireles Shinhira

Investment adviser representative at Chrome Advisors
19 yearsExperience
1 stateRegistered in
$152MFirm assets
2 yearsFirm in business

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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
  • Pension consulting

Experience

19 years in the industry.

  1. Chrome AdvisorsDec 2020 to now
  2. Cullen Financial AdvisorsAug 2019 to Nov 2020
  3. Sagepoint Financial, Inc.Aug 2019 to Nov 2020
  4. Lincoln Financial AdvisorsJul 2007 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (CA).

Chrome Advisors

Legal name: Chromecore, LLC

$152MAssets managed
124Clients
2Advisers
2 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
5268024
Firm CRD
311539
Advisor's SEC record (opens in a new tab)
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