Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Leanne Dickerson is a financial advisor with LPL Financial LLC in RICHARDSON, TX. Lisa has been in the industry since 1997 and has held previous roles with INVEST FINANCIAL CORPORATION, RBC CAPITAL MARKETS, LLC, RBC CAPITAL MARKETS CORPORATION, DAIN RAUSCHER INCORPORATED, and RAUSCHER PIERCE REFSNES, INC. Lisa holds FINRA Series 63, Series 7, and SIE licenses. Lisa specializes in financial planning, pension consulting, and portfolio management.
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.
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2
TX
02/14/2018 - Present
LPL Financial LLC (RICHARDSON TX)
TX
03/13/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (RICHARDSON TX)
TX
04/26/2010 - 01/30/2013
RBC CAPITAL MARKETS, LLC (PLANO TX)
TX
03/02/1998 - 03/04/2010
RBC CAPITAL MARKETS CORPORATION (DALLAS TX)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
07/22/1997 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
BC
Issued 06/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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