Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ladd is a financial professional with over 10 years of experience in the industry. Lisa has a Series 7 and Series 65 license and is currently registered with Future Capital as an Investment Advisor Representative. Lisa has experience working with a variety of clients including high net worth individuals, insurance companies and individuals other than high net worth clients. Lisa provides a variety of advisory services to her clients including portfolio management for individuals, publication of periodicals and selection of other advisors. Lisa previously worked at Morgan Stanley & CO., INCORPORATED and PRONVEST, INC..
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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TN
01/01/2025 - Present
Future Capital (CHATTANOOGA TN)
TN
10/30/2007 - 03/12/2008
MORGAN STANLEY & CO., INCORPORATED (CHATTANOOGA TN)
IA
Issued 10/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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