LISA B. KERN , CFP®, CFA

Senior Vice President - Investments

Address: 12531 HIGH BLUFF DRIVE, SUITE 400 , SAN DIEGO , CA 92130
Phone: 858-523-7966 | 800-538-8301     Fax: 858-523-7997

My Background

My Associate(s): Kate Racette, Senior Registered Client Associate

My Experience

  • 1996 - 2013 : Davenport & Company, Senior Vice President-Investments
  • 1994 - 1996 : Kanawha Capital - Portfolio Manager
  • 1989 - 1993 : Crestar Bank -Vice President Trust Investment Group
  • 1982 - 1988 : IDS/American Express Financial Advisor

My Education & Credentials

  • MBA-Virginia Commonwealth University
  • BA- Randolph-Macon College

My Community Involvement

  • Rancho Santa Fe Rotary Club
  • CFA Society San Diego
  • North County Estate Planning Council-San Diego
Securities Registered in the following states: AL, CA, FL, IL, MA, MD, NC, NY, OR, SC, TN, VA, WI, WV
Insurance licensed in the following states: CA (Lic. # 0I93204), FL, IL, NC, VA, WV
LISA B. KERN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California : SAN DIEGO Branch