Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Adrienne Franklin is a financial advisor who has been in the industry since March 20, 1995. Lisa is currently registered with LPL Financial LLC in Illinois and Texas and has previously been registered with ABN AMRO FINANCIAL SERVICES, INC., LAUGHLIN GROUP ADVISORS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Lisa's registrations are currently active in both Broker-Dealer and Investment Advisor capacities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
06/02/2022 - Present
LPL Financial LLC (LANSING IL)
IL
04/01/1998 - 04/08/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NE
03/01/1996 - 04/01/1998
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
MN
01/03/1995 - 12/22/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/03/1995 - 12/22/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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