Lisa Wang's Contact Details

Lisa Wang's Company Details

MyICON

Kirkland, WA, US • 20 - 49 Employees
Financial Services

With over seven decades of experience working with Northwest families, we have positioned MyICON as one of the industry's leading independent wealth management and financial planning firms. Our independent and locally owned firm has solidified numerous strategic alliances that give us large firm resources with a small firm feel. This allows our private wealth management team to focus on delivering more personal attention to our clients and enables us to emerge as a leader in our field with respect to strategic, knowledge based consulting. Through our analytical processes and comprehensive fee based advice, we offer our clients specific needs-based implementation strategies to give them the tools they need to effectively align their financial resources.Fee based consulting and financial planning services offered through MyICON, an independently owned and operated Registered Investment Advisor. Investment advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and MyICON are separate entities from LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which MyICON is registered to do business, please visit www.MyICON.com