Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Helton is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Lisa has been in the financial industry since August 22, 2011, and has a strong background in investment management. Lisa is registered in Tennessee and Texas as an Investment Advisor Representative. Lisa has a variety of licenses and designations that allow her to provide comprehensive financial planning services to individuals, families, and businesses. Lisa is committed 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.
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.
See schedule d - miscellaneous
1
2
TN
01/02/2019 - Present
Edward Jones (Sevierville TN)
TN
02/22/2016 - 06/14/2016
FTB ADVISORS, INC. (Knoxville TN)
TN
08/12/2010 - 07/15/2015
SUNTRUST INVESTMENT SERVICES, INC. (SEVIERVILLE TN)
BOTH
Issued 04/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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