Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hanvey is a financial advisor with Truist Advisory Services, Inc. Lisa is a registered representative with the state of North Carolina. Lisa has over 20 years of experience in the financial services industry. Lisa offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Lisa's firm, Truist Advisory Services, Inc., is a leading provider of financial services in the United States. The firm has over 2000 employees and manages over $61 billion in assets.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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NC
02/27/2024 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
NC
01/21/2022 - 01/12/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Raleigh NC)
NC
10/28/2021 - 01/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (ROCKY MOUNT NC)
NC
01/06/2020 - 04/21/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Raleigh NC)
NJ
10/01/2012 - 09/17/2019
J.P. MORGAN SECURITIES LLC (HAMILTON NJ)
NJ
01/27/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PENNINGTON NJ)
NJ
05/27/2008 - 01/05/2010
LPL FINANCIAL CORPORATION (LAWRENCEVILLE NJ)
NJ
03/28/2007 - 05/27/2008
IFMG SECURITIES, INC. (MANALAPAN NJ)
NJ
08/10/2005 - 10/13/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (E. BRUNSWICK NJ)
NY
06/11/2001 - 07/09/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 05/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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