Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Gamble is a financial advisor with Commonwealth Financial Network. Lisa has been working in the financial services industry since 2003. Lisa is registered with the state of Alabama as both a Registered Representative and an Investment Advisor Representative. Lisa has a variety of experience in the financial services industry, and is able to offer a range of services to clients. Lisa has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Lisa has experience offering financial planning, portfolio management, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
12/02/2019 - Present
Commonwealth Financial Network (Birmingham AL)
AL
06/30/2014 - 12/03/2019
PLANMEMBER SECURITIES CORPORATION (Birmingham AL)
AL
09/03/2010 - 06/30/2014
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
AL
03/26/2008 - 09/03/2010
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
02/11/2008 - 03/20/2008
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (URBANDALE IA)
AL
02/15/2005 - 12/31/2007
SECURITIES SERVICE NETWORK, INC. (BIRMINGHAM AL)
TX
05/05/2003 - 02/11/2005
VERITRUST FINANCIAL, LLC (AUSTIN TX)
IA
Issued 06/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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