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 Wright is a financial advisor with Empower Advisory Group, LLC in Greenwood Village, CO. Lisa has over 15 years of experience in the financial services industry, working with clients in Colorado, Kansas and other states. Lisa is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and is licensed to sell securities in Colorado. Lisa is also a registered representative with FINRA. Lisa can assist individuals, corporations, charitable organizations and other organizations with their financial planning needs. Lisa is committed to providing her clients with personalized financial advice that meets their specific needs and goals.
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.
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.
1
2
CO
05/16/2019 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
01/24/2005 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Wright is the right advisor for you? Invested Better is here to help.
