Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lynn Disney is a financial advisor with Wealthcare Advisory Partners LLC. Lisa has been working in the financial services industry since December 1997. Lisa has been registered with the state of Georgia as an investment advisor representative since August 2015. Lisa has experience working with high-net-worth individuals, corporations, and charitable organizations. Lisa also provides financial planning and portfolio management services.
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.
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2
GA
08/05/2015 - Present
Wealthcare Advisory Partners LLC (ALPHARETTA GA)
GA
05/12/2011 - 09/19/2013
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
GA
06/27/2005 - 08/26/2009
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/10/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
MO
04/17/2001 - 07/17/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
07/02/1997 - 06/27/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
03/21/1996 - 07/10/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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