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Lisa Sommers

Lisa Sommers

Client Service Advocate
lisa@tcpasset.com
614-761-9378

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Securities offered through United Planners Financial Services, member FINRA / SIPC. Advisory Services offered through TCP Asset Management. TCP Asset Management and United Planners are independent companies. 

Individual Representatives are registered to conduct securities business in AL, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NV, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI and WY. Registration details are on each member's team page. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than what is listed on our team profile pages. 

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements Registered Representatives offer Securities through United Planners’ Financial Services of America Member FINRA/SIPC. Advisory services offered through TCP Asset Management, LLC., TCP Asset Management, LLC, and United Planners are not affiliated. 

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