Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McGrath is a registered investment advisor with LPL Financial LLC in Washington Twp, MI. Lisa has over 20 years of experience in the financial services industry and has held licenses with several firms, including Mutual Service Corporation and Hantz Financial Services, Inc. Lisa has a broad range of knowledge in the financial services sector. Lisa holds Series 6, Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination. Lisa and LPL Financial LLC are committed to providing clients with financial planning and investment advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
06/04/2010 - Present
LPL Financial LLC (WASHINGTON TWP MI)
MI
06/26/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (TROY MI)
MI
05/30/2000 - 06/18/2003
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa McGrath is the right advisor for you? Invested Better is here to help.
