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Lisa Marie Guthrie

Latitude Advisors, LLC

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About Lisa Marie Guthrie

Lisa Guthrie has been an active investment advisor representative since 2010. Lisa is currently registered with Latitude Advisors, LLC, with a branch office in Vero Beach, Florida. Prior to that, Lisa was with Medallions Investment Services, Inc., Uvest Financial Services Group, Inc. and Terra Securities Corporation. Lisa has a Series 6 and Series 63 license and has been active in the financial industry since 1999. Lisa Guthrie also owns and operates Guthrie & Co. PC, a tax, accounting, and audit service firm.

Firm Information

Lisa Guthrie is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Lisa Guthrie’s Registration & Firm History

FL

01/06/2010 - Present

Latitude Advisors, LLC (VERO BEACH FL)

PA

06/02/2006 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (MANSFIELD PA)

PA

10/22/2003 - 06/02/2006

UVEST FINANCIAL SERVICES GROUP, INC. (MANSFIELD PA)

IL

01/06/2000 - 10/27/2003

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

TX

09/30/1999 - 01/07/2000

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 09/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Marie Guthrie.
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