Lisa Dieter (CRD# 5896139) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 11 years of experience in the finance industry.
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 5412830
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Virginia Beach, VA | Nov 2015 - Current | 8 |
| Tiaa-cref Individual & Institutional Services, LLC | Virginia Beach, VA | Nov 2015 - Current | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville, VA | Feb 2011 - Nov 2015 | 4 |
| Bank Of America, N.a. | Charlottesville, VA | Feb 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- VA
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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