Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Beth Davis is a financial advisor in CONSHOHOCKEN, PA. Lisa has been in the industry since 2014 and is currently registered with Hornor, Townsend & Kent, LLC. Lisa is a Registered Representative and Investment Advisor Representative in Pennsylvania. Lisa has obtained her Series 66, Series 7, Series 24 and SIE licenses. Lisa works with individuals, high-net-worth individuals, corporations, and retirement plans. Lisa provides financial planning, pension consulting, portfolio management, and selection of other advisors. Lisa is also a partner in 1847 FINANCIAL, LLC and is a Proprietor/Owner of BELLAMY ASSOCIATES, LLC. Lisa is a Trustee on the Board of the American College of Financial Services.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
01/07/2021 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
BOTH
Issued 08/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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