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Lisa Robin Keeler

Cambridge Investment Research, Inc.

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About Lisa Robin Keeler

Lisa Robin Keeler is a financial advisor with Cambridge Investment Research, Inc. Lisa has been in the financial services industry since 2001 and has worked with several firms including Woodbury Financial Services, Inc., Cape Securities Inc., and Questar Capital Corporation. Lisa is registered with the state of Georgia and holds Series 63, Series 6TO, SIE, and Series 7 licenses. Lisa is located in Tyrone, GA.

Firm Information

Lisa Keeler is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

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.

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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Lisa Keeler’s Registration & Firm History

GA

01/04/2021 - Present

Cambridge Investment Research, Inc. (Tyrone GA)

GA

09/20/2019 - 01/02/2021

WOODBURY FINANCIAL SERVICES, INC. (TYRONE GA)

GA

03/14/2012 - 12/31/2015

CAPE SECURITIES INC. (MCDONOUGH GA)

GA

09/29/2011 - 03/17/2012

QUESTAR CAPITAL CORPORATION (VILLA RICA GA)

GA

11/02/2009 - 09/29/2011

CAPE SECURITIES INC. (MCDONOUGH GA)

GA

05/31/2007 - 11/03/2009

WOODBURY FINANCIAL SERVICES, INC. (PEACHTREE GA)

GA

05/02/2001 - 05/31/2007

LINSCO/PRIVATE LEDGER CORP. (FAYETTEVILLE GA)

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Licenses & Designations

BC

Issued 09/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Robin Keeler.
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