Lisa Strickland, financial advisor Blairsville GA
93 score

Lisa Strickland

CRD Number: 1972271
Current Firm: Invest Financial Corporation

Lisa Strickland (CRD# 1972271) is an Investment Advisor Representative working at Invest Financial Corporation in Blairsville, GA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Chapman And Chapman Pc Blairsville, GA Jul 2010 - Current 6
Invest Financial Corporation Hiawassee, GA Jul 2010 - Current 6
Church Hayesville, NC Mar 2001 - Current 15
Community Bank And Trust Hiawassee, GA Jun 2007 - Jul 2010 3
Primevest Financial Services, Inc. St. Cloud, MN Jun 2007 - Jul 2010 3
Chatuge Insurance Agency Blairsville, GA May 2003 - Jun 2007 4
Raymond James Financial Services, Inc. Blairsville, GA Sep 2002 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Lisa M. Strickland
Phone Number: (813) 880-5300
Registered State(s):
  • GA
  • NC
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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