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Lisa Mcclure Byrnes

Canaccord Genuity LLC

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About Lisa Mcclure Byrnes

Lisa Byrnes is a financial advisor with over 20 years of experience in the financial services industry. Lisa holds a Series 7, Series 63, and Series 79TO license. Lisa is currently registered with Canaccord Genuity LLC. Lisa has a strong background in the securities industry and is committed to providing clients with personalized financial advice and guidance. Lisa has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Lisa Byrnes is currently registered with Canaccord Genuity LLC. Canaccord Genuity LLC is a Limited Liability Company formed in February 2004. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Canaccord Genuity LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

103

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lisa Byrnes’s Registration & Firm History

MA

10/16/2007 - Present

Canaccord Genuity LLC (BOSTON MA)

CA

08/31/2004 - 09/17/2007

SVB ALLIANT (SANTA CLARA CA)

MA

07/25/2003 - 06/29/2004

MCNAMEE LAWRENCE & CO. SECURITIES (BOSTON MA)

CA

07/30/1999 - 05/09/2001

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

RI

10/29/1996 - 07/28/1997

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

MO

01/07/1994 - 07/24/1995

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 01/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lisa Mcclure Byrnes.
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