Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McMillion is a financial advisor with over 15 years of experience in the industry. Lisa is currently registered with Newedge Advisors in Louisiana. She has a strong background in providing financial planning and investment advice to individuals, families, and businesses. Lisa has a wide range of experience, including working with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Lisa is committed to providing her clients with personalized financial advice to help 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.
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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LA
03/25/2024 - Present
Newedge Advisors (Hammond LA)
LA
12/09/2011 - 04/01/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HAMMOND LA)
LA
02/11/2008 - 12/09/2011
WELLS FARGO ADVISORS, LLC (HAMMOND LA)
BOTH
Issued 03/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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