Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Fentress is a financial advisor with over 20 years of experience in the financial services industry. Lisa is currently registered with Mariner Wealth Advisors, and has held previous roles at Securities America, Inc., Wachovia Securities, LLC, and Legg Mason Wood Walker, Incorporated. Lisa is a Certified Financial Planner (CFP®). Lisa specializes in financial planning, portfolio management, and pension consulting. She also provides family office services.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/28/2018 - Present
Mariner Wealth (Palm Beach Gardens FL)
FL
04/17/2007 - 11/06/2018
SECURITIES AMERICA, INC. (PALM BEACH GARDENS FL)
FL
03/14/2000 - 04/27/2007
WACHOVIA SECURITIES, LLC (PALM BEACH GARDENS FL)
MD
12/13/1999 - 03/21/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Fentress is the right advisor for you? Invested Better is here to help.
