Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Dawson is a registered representative with Voya Financial Advisors, Inc. in Oklahoma City, Oklahoma. Lisa has been in the securities industry since 2014, working in various roles including with BOK Financial Securities, Inc. and Bank of Oklahoma Financial. Lisa holds the Series 66 license. Lisa is a financial professional that can provide financial planning, educational seminars and portfolio management for individuals and businesses. Lisa can also help select other advisors for you.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
02/18/2025 - Present
Voya Financial Advisors, Inc. (Oklahoma City OK)
Active
Inactive
Not sure Lisa Dawson is the right advisor for you? Invested Better is here to help.
