Lisa My-phuong Koyama
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCFeb 2021 to now
- Wells Fargo Clearing Services, LLCSep 2017 to Feb 2021
- Summit Brokerage Services, Inc.Jun 2017 to Sep 2017
- Vsr Financial Services, Inc.Jun 2016 to Nov 2016
- Cetera Advisor Networks LLCMay 2016 to Sep 2017
- Cetera Advisors LLCMay 2016 to Sep 2017
- Cetera Financial Specialists LLCMay 2016 to Sep 2017
- Cetera Investment Services LLCMay 2016 to Sep 2017
- Girard Securities, Inc.Oct 2015 to Sep 2017
- First Allied SecuritiesNov 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5888830
- Firm CRD
- 6413