Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Evans is a financial advisor with Good Life Advisors, LLC in Reading, PA. Lisa has been in the financial services industry since 2003. Lisa is a registered representative with FINRA and is licensed to sell securities in 52 states. Lisa is also registered as an investment advisor representative in Oregon. Lisa provides a variety of financial services to individuals, families, and businesses. She is committed to helping clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Planning subscription fee
1
2
PA
10/05/2023 - Present
Good Life Advisors, LLC (READING PA)
ME
10/24/2019 - 12/31/2022
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
06/19/2014 - 08/29/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
07/15/2005 - 04/25/2014
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
SC
06/02/2003 - 07/01/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/29/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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