Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Grady-Strange is an investment advisor representative at Rivertree Advisors, LLC. Lisa has been in the financial services industry since 2015. Lisa is registered with the state of Florida. Lisa holds the Series 65 license. Rivertree Advisors, LLC specializes in financial planning and portfolio management for individuals. The firm has $168,664,449 in assets under management. Lisa has been employed by Rivertree Advisors, LLC since October 2015.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
12/21/2016 - Present
Rivertree Advisors, LLC (WINTER PARK FL)
IA
Issued 11/30/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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