Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Newton is a financial professional with over 8 years of experience in the financial industry. Lisa is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. Lisa holds the Series 7 and SIE licenses. In her current role, she provides financial advice and guidance to individual clients and businesses. Prior to her current role, Lisa worked at CUNA Brokerage Services, Inc. Lisa is dedicated to providing her clients with personalized financial solutions that meet their unique needs and 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.
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.
Consulting and other non-discretionary advisory services
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
IA
05/18/2022 - Present
LPL Financial LLC (Waverly IA)
IA
02/03/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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