Lisa Broome
Blbb Advisors · Montgomeryville, Pennsylvania
Lisa Broome is a fee-only financial advisor at Blbb Advisors in Montgomeryville, Pennsylvania, who holds the CFP credential. Blbb Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Lisa →
Facts
| Firm | Blbb Advisors |
|---|---|
| Based in | Montgomeryville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.26B across 3,957 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2832737 |
| Exams passed | Series 66 (1997) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.blbb.com |
How Lisa's firm compares
- Blbb Advisors's average account is about $823,000, from its Form ADV (assets managed divided by 3,957 accounts).
Request an introduction to Lisa
Tell Lisa a little about what you're looking for. Lisa isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lisa
Is Lisa Broome a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Blbb Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Blbb Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lisa Broome based?
Lisa Broome is based in Montgomeryville, Pennsylvania.
What credentials does Lisa Broome hold?
Lisa Broome holds the CFP credential.
Is Lisa Broome registered with the SEC?
Yes. Lisa Broome is registered as an investment adviser representative in PA (CRD 2832737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blbb Advisors manage?
Blbb Advisors reports $3.26B across 3,957 accounts in assets under management.
How do I contact Lisa Broome?
Through Lisa's website, www.blbb.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.