Lisa Anne Malick
Investment adviser representative at Petra Financial Advisors Inc
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$447.2MFirm 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
- Pension consulting
Experience
14 years in the industry.
- Petra Financial Advisors IncSep 2022 to now
- Petra Financial Advisors Inc dba Lighthouse Financial, LLCSep 2022 to now
- Cambridge Investment Research Advisors, Inc.Jun 2020 to Sep 2022
- Cambridge Investment Research, Inc.Jun 2020 to Sep 2022
- Purshe Kaplan Sterling Investments IncJul 2019 to May 2020
- Lighthouse Financial LLCJun 2014 to Jun 2020
- Cambridge Investment Research, IncJan 2012 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CO).
Petra Financial Advisors Inc
$447.2MAssets managed
378Clients
6Advisers
35 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
- 6015988
- Firm CRD
- 107196