Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Britt is a financial advisor with over 30 years of experience in the industry. Lisa is currently registered with U.S. Bancorp Investments, Inc. in Kentucky. Lisa has previously worked for several firms including PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., and PNC BROKERAGE CORP. Lisa holds Series 6, 7, 63 and 65 licenses and is able to provide a range of financial services to individuals, businesses, and institutions. Lisa is able to offer financial planning, portfolio management, publication of periodicals, selection of other advisers and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
KY
08/31/2012 - Present
U.s. Bancorp Investments, Inc. (Louisville KY)
KY
01/01/2004 - 09/07/2012
PNC INVESTMENTS (LOUISVILLE KY)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/01/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
07/07/1993 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
03/04/1993 - 06/15/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NY
10/23/1989 - 06/03/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/23/1989 - 06/03/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
11/25/1987 - 09/20/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 09/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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