Unclaimed
Lisa Turnage is an investment advisor representative at Northwestern Mutual Investment Services, LLC. Lisa has been in the securities industry since July 12, 2004. Lisa is licensed to sell securities in 17 states. Lisa is also registered as an investment advisor representative in Georgia. Lisa has completed the Series 7, Series 63, and Series 65 exams. In addition to Lisa's work with Northwestern Mutual Investment Services, LLC, Lisa also owns a jewelry making business and provides clerical duties for her husband's construction company. Lisa also owns a rental property.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
11/29/2016 - Present
Northwestern Mutual Investment Services, LLC (Peachtree Cty GA)
GA
06/22/2004 - 10/26/2016
WELLS FARGO ADVISORS, LLC (PINE MOUNTAIN GA)
IA
Issued 01/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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