Lisa Toews DaughertyCRD Number: 2129077
Current Firm: Avantax Advisory Services
Lisa Toews Daugherty (CRD# 2129077) is an Investment Advisor Representative working at Avantax Advisory Services in Falls Church, VA and has over 31 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Avantax Investment Services, Inc.||Falls Church, VA||Dec 2019 - Current||2|
|Avantax Advisory Services||Falls Church, VA||Dec 2019 - Current||2|
|Bbg Financial Planning||Falls Church, VA||May 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
|S65||NASAA Investment Advisors Law Examination||Jun 1991|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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