Jay Lizanich (CRD# 6512394) is an Investment Advisor Representative working at Spc in Easley, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor, MI | Feb 2018 - Current | 6 |
| Sigma Planning Corporation | Ann Arbor, MI | Feb 2018 - Current | 6 |
| Ifs Securities | Atlanta, GA | Feb 2017 - Feb 2018 | 1 |
| Flynn Wealth Management Group | Greenville, SC | Jun 2015 - Feb 2018 | 2 |
| Flynn Insurance Group | Greenville, SC | Jun 2015 - Feb 2018 | 2 |
| Voya Financial Advisors, Inc. | Greenville, SC | Jun 2015 - Feb 2017 | 1 |
| Presbyterian College | Clinton, SC | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- AZ
- FL
- IL
- MD
- MI
- NY
- NC
- PA
- SC
- TX
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Total Assets Under Management5,563MILLIONS
-
Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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