Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wang Crouch is a registered investment advisor representative with State Farm Investment Management Corp. Lisa has been in the financial services industry since 2003. Lisa is licensed in Texas and holds Series 6, 63, and 65 licenses along with the SIE. Lisa's current practice focuses on providing portfolio management for individuals and investment companies. In addition to her financial services career, Lisa also serves as a money manager for a local Girl Scout troop.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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TX
01/24/2024 - Present
State Farm Investment Management Corp. (Richardson TX)
IA
Issued 02/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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