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Lisa Marie Naughton

Fidelity Brokerage Services LLC

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About Lisa Marie Naughton

Lisa Naughton is a financial professional with a Series 27 license. Lisa is a Principal at Fidelity Brokerage Services LLC. Lisa is based in Boston, MA. Lisa joined Fidelity Brokerage Services LLC on January 12, 2024.

Firm Information

Lisa Naughton is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Lisa Naughton’s Registration & Firm History

MA

01/12/2024 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 01/12/2024

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lisa Marie Naughton.
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