Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marie Binkley is an investment advisor representative currently registered with Corient. Lisa has been in the industry since 1997 and has experience with Harris InvestorLine, Inc., Harris InvestorLine, Harris Investors Direct, Inc. and CI Doyle Private Wealth, LLC. Lisa holds the Series 6, Series 63 and Series 65 licenses. Lisa is a dedicated advisor with experience in providing financial planning services, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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
FL
07/21/2023 - Present
Corient (MIAMI FL)
WA
12/09/2000 - 03/12/2001
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
04/15/2000 - 12/09/2000
HARRIS INVESTORLINE (CHICAGO IL)
IL
04/29/1999 - 04/15/2000
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
NA
02/05/1999 - 04/08/1999
HARRIS INVESTORS DIRECT, INC.
IA
Issued 07/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Lisa Binkley is the right advisor for you? Invested Better is here to help.
