Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa David is a financial advisor who has been in the industry since 2012. Lisa is currently registered with Edward Jones and holds the Series 7, Series 63, and Series 66 licenses. Lisa is also a Registered Representative and Investment Advisor Representative. Lisa specializes in providing financial planning, portfolio management, and pension consulting services. Lisa has experience working with high-net-worth individuals, individuals other than high-net-worth, businesses, corporations, and pension and profit-sharing plans. Lisa is also experienced in providing financial services to charitable organizations, partnerships, investment clubs, and limited liability companies. Lisa is committed to providing her clients with the highest quality financial advice and service.
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.
See schedule d - miscellaneous
1
2
TX
06/04/2012 - Present
Edward Jones (CEDAR PARK TX)
TX
03/12/2012 - 05/18/2012
LPL FINANCIAL LLC (AUSTIN TX)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lisa David is the right advisor for you? Invested Better is here to help.
