Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kaye Ivie miller is a Registered Investment Advisor Representative with Captrust. Lisa is licensed to advise clients in Texas. Lisa has been in the financial services industry for over 12 years. Lisa has a Series 65 license. Lisa also serves on the board of directors for the Texas Local Firefighters Retirement Act Education Foundation. Lisa specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/03/2019 - Present
Captrust (Austin TX)
IA
Issued 09/25/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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