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Lisa Lynn Stanwick

Truist Investment Services, Inc.

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About Lisa Lynn Stanwick

Lisa Stanwick is a financial professional with over 20 years of experience in the industry. Lisa is currently registered with Truist Investment Services, Inc. She is a licensed securities professional with a wide range of licenses and registrations, including Series 7, 24, 52TO, 53 and 63. Lisa is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Lisa Stanwick is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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 Stanwick’s Registration & Firm History

NC

02/17/2021 - Present

Truist Investment Services, Inc. (CHARLOTTE NC)

VA

02/23/2021 - 06/29/2021

BB&T SECURITIES, LLC (RICHMOND VA)

NC

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (CHARLOTTE NC)

NC

02/17/2010 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

TX

04/03/2008 - 12/02/2008

REDWINE & COMPANY, INC. (AUSTIN TX)

NC

08/02/2004 - 11/28/2007

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

NY

02/13/2001 - 12/31/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/03/2013

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Lynn Stanwick.
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