Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Streat is a financial advisor with LPL Financial LLC. She is a registered representative and investment advisor representative with the firm. Lisa has been in the financial services industry since November 2010. She has a background in providing investment advice and financial planning services to individuals, families and businesses. Lisa's experience includes working with SunTrust Investment Services, Inc., FTB Advisors, Inc., and Infinex Investments, Inc. She holds the Series 7, Series 66, and SIE licenses and is licensed to sell securities in Virginia. Lisa is committed to providing her clients with personalized financial advice that helps them achieve their financial 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
11/29/2021 - Present
LPL Financial LLC (RICHMOND VA)
VA
03/16/2020 - 12/02/2021
INFINEX INVESTMENTS, INC. (KILMARNOCK VA)
VA
05/04/2015 - 05/03/2019
FTB ADVISORS, INC. (Richmond VA)
VA
12/01/2010 - 04/02/2015
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 12/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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