Years of Experience
5-20+ Years
STUART, FL
16 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Broom is a financial advisor with over 10 years of experience in the industry. Lisa is registered with Wells Fargo Clearing Services, LLC and holds the Series 6, Series 63, and SIE licenses. Lisa specializes in working with individuals and families on investment and financial planning needs.
SPECIALIZATIONS
WEST PALM BEACH, FL
30 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Rose Meth is a financial advisor with UBS Financial Services Inc. Lisa is a Registered Representative and Investment Advisor Representative licensed in Florida and Texas. Lisa has been in the financial industry since June 8, 1995 and has experience with various financial products and services.
SPECIALIZATIONS
OCALA, FL
21 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Gill is a financial advisor registered with Wells Fargo Clearing Services, LLC. Lisa has been working in the financial industry since April 25, 2004. Lisa has registrations in 37 states and two other jurisdictions. Lisa is a registered representative of Wells Fargo Clearing Services, LLC.
SPECIALIZATIONS
Venice, FL
9 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Morse is a financial advisor at Morgan Stanley with over 20 years of experience in the industry. Lisa is registered with the Securities and Exchange Commission and holds Series 63, 66, 7, and SIE licenses. Lisa is registered in 45 states and the District of Columbia. Lisa has a broad range of experience in financial planning, portfolio management, and asset allocation advice. Lisa has also worked at Smith Barney Inc. in the past.
SPECIALIZATIONS
CRAWFORDVILLE, FL
28 Years Experience
0 Disclosures
ADVISOR BIO
Lisa McPherson is a financial advisor with over 25 years of experience in the financial services industry. She is registered to provide investment advice in multiple states. Lisa is a registered representative of LPL Financial LLC and is a licensed insurance agent. Lisa specializes in providing financial planning services to individuals, families, and businesses. Lisa's experience includes working with Ameriprise Financial Services, Inc., VALIC Financial Advisors, Inc., Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
Palm Beach Gardens, FL
28 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Paraizo-smith is a financial advisor with over 26 years of experience in the financial services industry. Lisa is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Lisa has previously worked with First Republic Securities Company, LLC, Credit Suisse Securities (USA) LLC, National Securities Corporation, Brookshire Securities Corporation, Newbridge Securities Corporation, Sterling Financial Investment Group, Inc., GKN Securities Corp., First American Equities, Inc., Joseph Charles & Assoc., Inc., Wheat, First Securities, Inc., Fahnestock & Co., Inc., and Reich & Co., Inc. Lisa has a broad range of experience in the financial services industry, including experience in financial planning, portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
GAINESVILLE, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Bruce is a financial advisor with LPL Financial LLC. Lisa has been in the financial services industry since 2008. Lisa holds a Series 6, 7, and 63 license, as well as the SIE. Lisa has a history of working with individuals, corporations, and non-profit organizations. Lisa is also registered as an advisor in the state of Georgia. Prior to joining LPL Financial LLC, Lisa worked at CUNA Brokerage Services, Inc.
SPECIALIZATIONS
ORLANDO, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Robinson is a financial advisor with Equitable Advisors, LLC. Lisa is registered to provide investment advice in California, Florida, Georgia, Minnesota, and Texas. Lisa has been working in the financial industry since July 2015. Lisa offers financial planning services for businesses and individuals, educational seminars, and selects other advisors for clients. Lisa is also a licensed insurance agent.
SPECIALIZATIONS
Sarasota, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Bosco is a financial advisor registered with Ameriprise Financial Services, LLC. Lisa has been in the financial services industry since 2008 and holds licenses in Series 63, Series 65, Series 7 and SIE. Previously, Lisa has also worked for WELLS FARGO ADVISORS, LLC, OGILVIE SECURITY ADVISORS CORPORATION, and CITIGROUP GLOBAL MARKETS INC. Lisa specializes in financial planning, portfolio management, and retirement planning. Lisa is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
SPECIALIZATIONS
TAMPA, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Middleton is a financial advisor at LPL Financial LLC. Lisa has been in the financial industry since 2014 and holds the Series 7, Series 63, and Series 66 licenses. Lisa has experience in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lisa has a proven track record of success in helping clients achieve their financial goals. Lisa is committed to providing her clients with personalized advice and guidance. Prior to joining LPL Financial LLC, Lisa worked at CUNA BROKERAGE SERVICES, INC. and USAA FINANCIAL ADVISORS, INC.
SPECIALIZATIONS
