Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa R. Cross is a financial advisor with LPL Financial LLC in CARMI, IL. Lisa has been in the financial services industry since 2006 and has a broad range of experience, including investment planning, portfolio management, and retirement planning. Lisa is dedicated to helping her clients achieve their financial goals and is committed to providing personalized financial advice and guidance. Lisa has experience working with individuals, families, and small businesses. She is a Registered Representative of LPL Financial LLC and holds a Series 7, Series 63, and Series 66 license.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/17/2020 - Present
LPL Financial LLC (CARMI IL)
IL
03/29/2006 - 08/18/2020
EDWARD JONES (MCLEANSBORO IL)
BOTH
Issued 05/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Cross is the right advisor for you? Invested Better is here to help.
