Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lorraine Brown is an Investment Advisor Representative at Corient. Lisa has been in the financial services industry for over 20 years and has extensive experience in financial planning, portfolio management, and investment advisory services. Lisa is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Lisa is dedicated to providing personalized financial advice and investment strategies to help clients achieve their financial goals. Lisa previously worked at CI Brightworth Private Wealth and has held positions at SunTrust Investment Services, Inc., Washington Square Securities, Inc., and Securian Financial Services, Inc.
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.
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.
% of assets under advisement
1
2
GA
10/11/2022 - Present
Corient (ATLANTA GA)
GA
11/26/2003 - 07/08/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
CT
08/12/2003 - 11/12/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
12/04/2001 - 08/20/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
10/06/1999 - 07/17/2001
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 01/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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