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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kathryn Toews Daugherty is a financial advisor at Avantax Advisory Services. Lisa has been in the financial services industry since 1991. Lisa holds the Series 7, 63, and 66 securities licenses. Lisa is a registered investment advisor in Virginia and has a BC Scope of "Active". Lisa has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Lisa's primary focus is on financial planning, investment management, and pension consulting. Lisa's experience with Avantax Advisory Services dates back to December 2019. Lisa is dedicated to helping clients achieve their financial 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
03/16/2020 - Present
Avantax Advisory Services (FALLS CHURCH VA)
DC
12/07/1995 - 12/03/1997
ICMA - RC SERVICES, INC. (WASHINGTON DC)
MA
10/24/1995 - 11/14/1995
MENTOR DISTRIBUTORS, INC. (BOSTON MA)
NC
12/16/1991 - 10/16/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
MN
04/19/1991 - 11/12/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/19/1991 - 11/12/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1991
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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