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Lisa Barbieri
from Capitol Private Wealth Group LLC
Lisa Barbieri is a financial advisor based in Virginia, Vienna,
with 25 years of experience. Lisa currently works for
Capitol Private Wealth Group LLC.
Lisa maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lisa Barbieri works at Capitol Private Wealth Group LLC
Capitol Private Wealth Group LLC is a financial advisory firm based in Vienna, Virginia. It currently has approximately $256,017,877 of assets under management and employs about 7 people. Capitol Private Wealth Group LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
8133 Leesburg Pike, Suite 780, Vienna, Virginia, 22182
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