Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Martin is a financial advisor with over 30 years of experience in the industry. Lisa is currently registered with Fidelity Personal And Workplace Advisors in Boise, Idaho and Eagle, Idaho. Lisa has previously held positions with a number of well-known financial institutions, including LPL Financial LLC, Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., American Independent Securities Group, LLC, and Salomon Smith Barney Inc.
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.
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
ID
07/17/2024 - Present
Fidelity Personal AND Workplace Advisors (BOISE ID)
ID
10/06/2021 - 12/02/2022
LPL FINANCIAL LLC (EAGLE ID)
ID
08/02/2016 - 04/21/2021
RAYMOND JAMES & ASSOCIATES, INC. (Boise ID)
ID
10/09/2015 - 07/13/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
ID
08/11/2006 - 08/27/2015
WELLS FARGO ADVISORS, LLC (BOISE ID)
ID
05/12/2006 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
ID
10/20/2005 - 05/04/2006
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (EAGLE ID)
NY
05/03/2000 - 10/27/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
SC
03/01/2000 - 05/08/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
04/18/1999 - 02/22/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/02/1998 - 11/24/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
07/30/1993 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MO
02/25/1992 - 07/08/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CA
06/14/1990 - 03/02/1992
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
NY
11/21/1989 - 06/11/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 5/3/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/2/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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