Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McPherson is a financial advisor with over 25 years of experience in the financial services industry. She is registered to provide investment advice in multiple states. Lisa is a registered representative of LPL Financial LLC and is a licensed insurance agent. Lisa specializes in providing financial planning services to individuals, families, and businesses. Lisa's experience includes working with Ameriprise Financial Services, Inc., VALIC Financial Advisors, Inc., Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
FL
01/03/2023 - Present
LPL Financial LLC (PERRY FL)
IL
03/29/2010 - 01/06/2023
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
10/05/2009 - 04/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (NAPERVILLE IL)
IL
09/29/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NAPERVILLE IL)
IL
12/18/2000 - 10/09/2006
EDWARD JONES (SUGAR GROVE IL)
NY
05/18/2000 - 10/27/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
11/22/1999 - 05/08/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
04/20/1999 - 08/20/1999
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NY
01/23/1998 - 11/05/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/29/1996 - 01/09/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa McPherson is the right advisor for you? Invested Better is here to help.
