Lisa Affolter, financial advisor Washington IL

Lisa Affolter

CRD Number: 4080772
Current Firm: Lpl Financial LLC

Lisa Affolter (CRD# 4080772) is an Investment Advisor Representative working at Lpl Financial LLC in Washington, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Washington, IL Jul 2021 - Current 2
Waddell & Reed, Inc. Washington, IL Aug 2019 - Jul 2021 1
Various Insurance Carriers For W&r Insurance Agencies Groveland, IL Aug 2019 - Jul 2021 1
Rr 1 Ventures, LLC Various, IL Apr 2012 - Jul 2021 9
Commerce Brokerage Services, Inc. Peoria, IL Aug 1998 - Aug 2019 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Lisa M. Affolter
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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