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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Bush is a financial advisor with Sanctuary Advisors, LLC, where Lisa Ann has been working for the past two years. Lisa Ann has been in the industry since 2001. Lisa Ann holds Series 6, 7, and 66 registrations and is licensed in 21 states. Lisa Ann is also a member of the Marion YMCA Perpetual Fund, Inc. Advisory Board, the Women's Business Council, and the Marion Area Council on Aging. Lisa Ann specializes in providing financial planning, portfolio management, and investment management services to individuals, families, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/08/2021 - Present
Sanctuary Advisors, LLC (Marion OH)
OH
10/03/2016 - 01/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARION OH)
IL
07/06/2005 - 07/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/19/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
07/16/2001 - 05/13/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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