Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Elkins is a financial advisor with over 20 years of experience in the financial services industry. Lisa is currently registered with Truist Advisory Services, Inc. in Florida. Lisa has held previous registrations with BB&T Securities, LLC, BB&T Investment Services, Inc., CERTUSSECURITIES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Lisa has passed the Series 6, 7, 63, and 65 exams. Lisa specializes in providing financial advice to individuals, businesses, and high-net-worth clients. Lisa is committed to providing personalized financial advice and 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.
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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2
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (ORANGE PARK FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
01/13/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
GA
05/02/2012 - 01/13/2015
CERTUSSECURITIES, INC. (SAVANNAH GA)
GA
10/23/2009 - 05/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
GA
06/25/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAVANNAH GA)
IA
Issued 04/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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