Lisa DeAnne Longo is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-07-28 | present | Yes |
| PLANMEMBER SECURITIES CORPORATION | 2024-05-29 | 2026-06-08 | — |