Lisa McCanless (CRD# 5367200) is an Investment Advisor Representative working at Starr-mathews Financial, LLC in Calhoun, GA and has 1 year of experience in the finance industry. Lisa McCanless has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5537402
Edward Jones
CRD# 1981586
Dempsey Lord Smith, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Starr-mathews Financial, LLC | Calhoun, GA | May 2007 - Current | 16 |
- GA
-
Total Assets Under Management127MILLIONS
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$550,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA
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