Liza Firmin (CRD# 4294111) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Center, TX and has over 10 years of experience in the finance industry. Liza Firmin 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# 4440363
Edward Jones
CRD# 2427398
Raymond James Financial Services Advisors, Inc.
CRD# 5873495
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Center, TX | Apr 2023 - Current | 1 |
| Kestra Advisory Services, LLC | Center, TX | Apr 2023 - Current | 1 |
| Christian & Daughters Financial Group, LLC | Waco, TX | Jan 2023 - Apr 2023 | < 1 |
| Woodbury Financial Services, Inc. | Center, TX | Sep 2013 - Apr 2023 | 9 |
| Wayne Christian Financial Services | Center, TX | Sep 2013 - Apr 2023 | 9 |
| Calderwood Financial Strategies, Inc. | Houston, TX | Nov 2017 - Jan 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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