Verified
Lisa Fulco, CFP®, ChFC®, CPWA®, LUTCF® is a Financial Advisor with Allworth's Bel Air, Maryland office. Prior to her joining the firm, Lisa most recently was Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Baltimore area. There, Lisa was responsible for helping Financial Advisors’ clients and prospects with their financial planning needs. Lisa's work history spans a more than 25-year career in the financial services industry, during which time she has held roles in various aspects of the industry, including banking, insurance, investment management and retirement plan consulting firms. Lisa’s scope of experience lends to her delivering guidance and expertise including serving high net worth clients on a variety of areas of financial planning concerns. Lisa holds a Bachelor of Science in Economics and a Master of Science in Human Resource Development, both from Towson University. As a FINRA registered representative, she holds Series 7, 63, and 65 licenses while maintaining Life, Health, Property and Casualty and Variable Annuity licenses from numerous states throughout the country.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
07/22/2024 - Present
Allworth Financial, LP (BEL AIR MD)
MD
01/14/2022 - 07/12/2024
MORGAN STANLEY (Baltimore MD)
MD
10/28/2013 - 01/03/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BALTIMORE MD)
MD
01/17/2012 - 04/19/2013
TRIAD ADVISORS, INC. (OWINGS MILL MD)
MD
11/12/2010 - 01/09/2012
AXA ADVISORS, LLC (COLUMBIA MD)
PA
01/13/2005 - 11/01/2010
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
MD
01/13/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NE
08/22/2001 - 01/06/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
10/21/1998 - 04/17/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MD
04/29/1997 - 03/20/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Fulco is the right advisor for you? Invested Better is here to help.
