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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lacross-courtney is an investment advisor representative at Edelman Financial Engines. Lisa is a registered investment advisor in Michigan and Texas and has been in the industry for more than 15 years. Lisa holds a Series 7, Series 66, and SIE license and has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, and other investment advisors. Lisa has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and PNC Investments.
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.
Set-up fees & related svcs; reimbursements for printed materials
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MI
06/04/2020 - Present
Edelman Financial Engines (ANN ARBHOR MI)
MI
11/07/2014 - 09/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
09/27/2010 - 10/21/2014
PNC INVESTMENTS (OSCODA MI)
MI
09/08/2009 - 09/20/2010
LPL FINANCIAL CORPORATION (ALPENA MI)
MI
11/22/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (ALPENA MI)
BOTH
Issued 08/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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