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Lisa Renee Malaspine

Bison Wealth, LLC

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About Lisa Renee Malaspine

Lisa Malaspine is a financial advisor with Bison Wealth, LLC, with over 20 years of experience in the industry. Lisa is registered in Florida. Lisa has worked in the financial industry for over 20 years. She holds the Series 7 and 66 registrations, and the SIE. Lisa specializes in a variety of areas, including financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Lisa Malaspine is currently registered with Bison Wealth, LLC. Bison Wealth, LLC is an investment advisor headquartered in Atlanta, Georgia. The firm manages over $1.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. Bison Wealth provides a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. They are registered with the SEC and have a team of 33 investment advisor representatives.
Bison Wealth, LLC

3550 LENOX ROAD NE

ATLANTA, GA 30326

$1.61B

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Malaspine’s Registration & Firm History

FL

06/15/2022 - Present

Bison Wealth, LLC (Lake Mary FL)

FL

06/06/2022 - 05/30/2024

METRIC FINANCIAL, LLC (Lake Mary FL)

FL

12/18/2000 - 05/22/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)

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Licenses & Designations

BOTH

Issued 05/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Renee Malaspine.
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