Lisa Meyer, financial advisor Columbus NE
83 score

Lisa Meyer

CRD Number: 1387598
Current Firm: Raymond James Financial Services Advisors, Inc.

Lisa Meyer (CRD# 1387598) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, NE and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Norfolk, NE Jun 2015 - Current 1
Raymond James Financial Services Advisors Inc. Columbus, NE Jun 2015 - Current 1
Stanton Company 80 Acres Tilden, NE Jun 2015 - Current 1
Clearwater Custom Cabinets Tilden, NE Jun 2015 - Current 1
Rental House Tilden, NE Nov 2005 - Current 11
First National Bank Of Omaha Columbus, NE Jan 2005 - Current 11
First National Capital Markets Omaha, NE Jun 2010 - Jun 2015 5
Primevest Financial Services, Inc. St. Cloud, MN Jan 2005 - Jun 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Dec 2005
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Lisa A. Meyer
Phone Number: 727-567-5877
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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BADGES
83

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