Years of Experience
5-20+ Years
HUNTSVILLE, AL
26 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Wiseman is an investment advisor representative registered with Keel Point, LLC, a firm headquartered in Huntsville, AL. Lisa has been in the financial services industry since June 1998. She is currently registered with the state of Alabama and has a Series 63, Series 65, Series 7 and SIE. Lisa has experience with Morgan Stanley and Morgan Stanley Smith Barney. Lisa's firm, Keel Point, LLC, is an investment advisor providing financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles. They also provide consulting services to other Registered Investment Advisors.
SPECIALIZATIONS
BIRMINGHAM, AL
11 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Pettis is a financial advisor with Osaic Wealth, Inc. Lisa has been in the financial industry since 2013. Lisa has a Series 7, Series 63, and Series 65 license. Lisa holds a Bachelor of Science degree in Finance from the University of Alabama. Lisa has experience working with individuals, families, and businesses. Lisa is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
Birmingham, AL
21 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Gamble is a financial advisor with Commonwealth Financial Network. Lisa has been working in the financial services industry since 2003. Lisa is registered with the state of Alabama as both a Registered Representative and an Investment Advisor Representative. Lisa has a variety of experience in the financial services industry, and is able to offer a range of services to clients. Lisa has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Lisa has experience offering financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
BIRMINGHAM, AL
4 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Kaess is an investment advisor representative with Stonex Advisors Inc.. Lisa has been in the financial services industry for over 20 years. Lisa's primary focus is providing financial consulting services, financial planning, and portfolio management for individuals and businesses. Lisa holds a Series 66 license, a Series 7TO license, and a SIE license. Lisa is registered to conduct business in New Jersey and New York.
SPECIALIZATIONS
BIRMINGHAM, AL
39 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Wiechert is a financial advisor with Stonex Advisors Inc. Lisa has been in the industry since 1984 and has a diverse background with experience at several firms including Emmett A Larkin Company, Inc. and Peregrine Financials & Securities, Inc. Lisa is a registered representative in several states including California, Florida, Georgia, Illinois, New York, Texas, and Wisconsin. Lisa provides financial consulting services, financial planning, pension consulting, educational seminars, and portfolio management.
SPECIALIZATIONS
Birmingham, AL
11 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Hylton is a registered representative with Concourse Financial Group Securities, Inc. based in Birmingham, AL. Lisa has been in the industry since 2012. Lisa specializes in financial planning, portfolio management, and educational seminars for businesses and individuals.
SPECIALIZATIONS
Birmingham, AL
8 Years Experience
0 Disclosures
ADVISOR BIO
Liucija Smaizyte Wright is a financial advisor who has been in the industry since 2016. Liucija is registered with Morgan Stanley and currently holds licenses in Alabama and Texas. Liucija works with individuals, high-net-worth individuals, businesses, investment companies, insurance companies, charitable organizations, pension plans, and state and municipal government entities. Liucija provides financial planning, asset allocation advice, pension consulting, educational seminars, and portfolio management services. Liucija has experience in various investment areas.
SPECIALIZATIONS
BIRMINGHAM, AL
49 Years Experience
0 Disclosures
ADVISOR BIO
Lloyd Wilson is a Registered Investment Advisor with over 47 years in the industry. Lloyd is currently registered with Eagle Strategies LLC in Alabama and Texas. Lloyd is a Series 65, Series 63, Series 6TO, SIE and Series 1 licensed professional and has held previous positions with GENERAL AMERICAN LIFE INSURANCE COMPANY and NEW YORK LIFE VARIABLE CONTRACTS CORPORATION. Lloyd provides financial planning, pension consulting, educational seminars, and publication of periodicals and selects other advisors.
SPECIALIZATIONS
Mobile, AL
14 Years Experience
0 Disclosures
ADVISOR BIO
Logan Thomas Elliott is an investment advisor representative with Kestra Advisory Services, LLC. Logan is registered with the state of Alabama as an investment advisor representative and a broker-dealer and has a total of 23 years of experience in the financial services industry. Logan has passed the Series 66, Series 7, and Securities Industry Essentials (SIE) exams. Logan is also an investment advisor representative in Texas.
SPECIALIZATIONS
Birmingham, AL
1 Years Experience
0 Disclosures
ADVISOR BIO
Logan Barnes is an investment advisor representative registered with Morgan Stanley. Logan is currently registered in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and Washington.
SPECIALIZATIONS
