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Thomas Samuel Lisk

Realta Investment Advisors, Inc.

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About Thomas Samuel Lisk

Thomas Lisk is an investment advisor representative and principal with Realta Investment Advisors, Inc. Thomas has been in the securities industry since 2005 and has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Thomas is a registered investment advisor representative in Virginia. Thomas also owns a financial services company, WL Financial Advisors, where he sells annuities, life, and long-term care insurance.

Firm Information

Thomas Lisk is currently registered with Realta Investment Advisors, Inc.. Realta Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE with a team of over 80 professionals. They manage over $799 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other clients. Realta provides a range of services including financial planning, pension consulting, portfolio management, and publication of periodicals. They also offer a wrap fee program.
Realta Investment Advisors, Inc.

1201 N. ORANGE STREET

WILMINGTON, DE 19801

$799.70M

Assets Under Management

Not reported

Total Clients

63

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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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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Thomas Lisk’s Registration & Firm History

VA

10/03/2023 - Present

Realta Investment Advisors, Inc. (BRISTOL VA)

VA

12/03/2007 - 09/21/2023

CENTER STREET SECURITIES, INC. (BRISTOL VA)

VA

08/22/2005 - 11/30/2007

KALOS CAPITAL, INC. (BRISTOL VA)

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Licenses & Designations

BOTH

Issued 09/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for Thomas Samuel Lisk. Review regulatory record here.
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