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Lisa Lashall Burks-wilson

ADP Broker-Dealer, Inc.

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About Lisa Lashall Burks-wilson

Lisa Burks-wilson is a financial professional with over 25 years of experience in the industry. Lisa currently works with ADP Broker-Dealer, Inc. and has previously worked with GWFS Equities, Inc., MML Distributors, LLC, ICMA-RC Services, LLC, and TIAA-CREF Individual & Institutional Services, LLC. Lisa is licensed in all 50 states plus the Virgin Islands.

Firm Information

Lisa Burks-wilson is currently registered with ADP Broker-Dealer, Inc.. ADP Broker-Dealer, Inc. is a corporation formed in July 1994. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

755

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lisa Burks-wilson’s Registration & Firm History

KY

08/04/2021 - Present

ADP Broker-Dealer, Inc. (LOUISVILLE KY)

CO

01/04/2021 - 08/02/2021

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

MA

02/06/2020 - 01/04/2021

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

DC

11/04/2016 - 12/23/2019

ICMA-RC SERVICES, LLC (WASHINGTON DC)

MI

11/06/2013 - 09/01/2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)

MI

11/16/1990 - 12/17/2009

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)

NY

10/19/1994 - 12/31/1995

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/11/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/2006

Series 24 - General Securities Principal Examination

BC

Issued 07/30/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/26/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/14/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Lashall Burks-wilson.
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