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Lisa A Block

Everhart Advisors

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About Lisa A Block

Lisa Block is a financial advisor with Everhart Advisors. She is a Senior Plan Consultant for Everhart Advisors and has been with the firm since January 2016. Lisa has been working in the financial services industry since January 1996. Lisa has a Series 6 and SIE license and is registered to provide investment advice in Ohio. Lisa specializes in retirement planning, financial planning and investment management. She provides financial advice to individuals, pension and profit-sharing plans, and high-net-worth individuals.

Firm Information

Lisa Block is currently registered with Everhart Advisors. Everhart Advisors, based in Dublin, OH, is a registered investment advisor with over 1445 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They are also the publisher of periodicals. Everhart Advisors serves clients across various categories, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm employs 8 licensed agents and 22 investment advisor representatives.
Everhart Advisors

535 METRO PLACE SOUTH

DUBLIN, OH 43017

$1.45B

Assets Under Management

493

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Block’s Registration & Firm History

OH

01/31/2019 - Present

Everhart Advisors (Miamisburg OH)

OH

11/01/2013 - 03/30/2020

MID ATLANTIC CAPITAL CORPORATION (MIAMISBURG OH)

OH

06/27/2013 - 11/27/2013

PROEQUITIES, INC. (DAYTON OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Lisa A Block. Review regulatory record here.
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