Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Antoinette Edwards is a financial advisor with WMS Partners, LLC. Lisa has been in the industry since June 2005 and is a Certified Financial Planner and Chartered Financial Analyst. Lisa currently works out of the WMS Partners, LLC Towson office and is registered to provide investment advisory services in Maryland and Texas. Lisa provides investment advisory services to pooled investment vehicles, and has 4 clients with a total of $8,459,030 in assets under management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
10/12/2021 - Present
WMS Partners, LLC (TOWSON MD)
IA
Issued 04/27/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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