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 Strohm is a financial advisor with Good Life Advisors, LLC in Reading, PA. Lisa has been in the industry since 2001 and has a strong track record of providing financial planning and investment management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Planning subscription fee
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2
PA
12/06/2022 - Present
Good Life Advisors, LLC (READING PA)
PA
10/23/2009 - 05/18/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST CONSHOHOCKEN PA)
PA
08/19/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST CONSHOHOCKEN PA)
MD
04/19/2001 - 08/31/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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