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 Burnam is a financial advisor who has been in the industry since 2007. Lisa is currently registered with Avantax Advisory Services and is licensed to sell securities in Illinois, Florida, and Tennessee. Lisa also has a series 66 license and has previously worked at Edward Jones. Lisa provides financial planning, pension consulting, and educational seminars to her clients. She specializes in portfolio management for individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
05/29/2015 - Present
Avantax Advisory Services (VANDALIA IL)
IL
12/03/2007 - 05/28/2015
EDWARD JONES (VANDALIA IL)
MO
11/22/2006 - 02/15/2007
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Burnam is the right advisor for you? Invested Better is here to help.
