Erica Lisby, financial advisor Colorado Springs CO
78 score

Erica Lisby

CRD Number: 6088566
Current Firm: Primerica Advisors

Erica Lisby (CRD# 6088566) is an Investment Advisor Representative working at Primerica Advisors in Colorado Springs, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Academy School District 20 Colorado Springs, CO Nov 2015 - Current 1
Pfs Investments Inc. Colorado Springs, CO Jul 2012 - Current 4
Primerica Financial Services Colorado Springs, CO Nov 2011 - Current 5
Self-employed Colorado Springs, CO Jul 2005 - Current 11
Starbucks Colorado Springs, CO Aug 2010 - Oct 2012 2
University Of Colorado At Colorado Springs Colorado Springs, CO Aug 2007 - May 2011 3
Focus On The Family Colorado Springs, CO May 2009 - Sep 2009 < 1
Evangelical Christian Academy Colorado Springs, CO Aug 2008 - Oct 2008 < 1
Borders/seattle's Best Colorado Springs, CO May 2008 - Sep 2008 < 1
University Of Northern Colorado Greeley, CO Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Erica Lisby
Phone Number: 800-544-5445
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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
78

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