Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Troutman is an investment advisor representative with Kestra Advisory Services, LLC. Lisa has been in the industry since 1996 and has extensive experience in providing investment advice to individuals, corporations, and other entities. Lisa is registered with the state of Oregon and holds Series 6, 7, 63, and 66 licenses. She also holds the SIE exam. Lisa has worked with LPL Financial LLC and ING Financial Partners, Inc. in the past. Lisa is committed to providing her clients with personalized investment advice that meets their individual needs.
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.
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.
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2
OR
10/31/2023 - Present
Kestra Advisory Services, LLC (LAKE OSWEGO OR)
OR
11/02/2015 - 11/02/2023
LPL FINANCIAL LLC (LAKE OSWEGO OR)
OR
01/03/2011 - 01/27/2014
ING FINANCIAL PARTNERS, INC. (PORTLAND OR)
CT
03/09/2000 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IN
08/12/1996 - 05/29/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/12/1996 - 05/29/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
10/15/1993 - 04/16/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
08/03/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 05/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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