Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lynne Franklin is a financial professional with over 29 years of experience in the industry. Lisa is currently registered with Lincoln Financial Distributors, Inc. and is licensed to provide securities and investment advice in 21 states. Lisa has a broad background in financial services, having previously worked with several other firms including Lincoln Financial Advisors Corporation, VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company and Copeland Equities, Inc. Lisa holds Series 6, 7, 26 and 63 licenses and is also a Series 65-qualified investment advisor representative.
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.
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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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
TN
06/02/2010 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (JOHNSON CITY TN)
TN
03/25/2003 - 05/11/2010
VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)
TX
05/21/1999 - 02/25/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/19/1996 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NJ
11/15/1993 - 07/31/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
NY
07/09/1993 - 11/03/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/09/1993 - 11/03/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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